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 | $35,912 | $81,233-55.8% | $155,567-76.9% | $80,874-55.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.97% | 33.33%-22.4pp | 64.74%-53.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,103 | $3,101-64.4% | $4,674-76.4% | $2,756-60.0% |
| Participant deferral / active EE | $2,931 | $3,452-15.1% | $5,628-47.9% | $4,297-31.8% |
| Admin fee / account holder | $889 | $7,998-88.9% | $15,916-94.4% | $6,935-87.2% |