Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,318 | $101,763-44.7% | $164,866-65.8% | $80,874-30.4% |
| Participation rate | 74.6% | 71.8%+2.8pp | 78.6%-4.0pp | 67.6%+7.0pp |
| Annual return | 13.01% | 16.73%-3.7pp | 69.97%-57.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,791 | $2,954-39.4% | $4,343-58.8% | $2,756-35.0% |
| Participant deferral / active EE | $3,444 | $4,477-23.1% | $6,033-42.9% | $4,297-19.9% |
| Admin fee / account holder | $5,562 | $8,228-32.4% | $12,689-56.2% | $6,935-19.8% |