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 | $84,251 | $94,031-10.4% | $115,768-27.2% | $82,448+2.2% |
| Participation rate | 82.8% | 70.4%+12.3pp | 74.4%+8.4pp | 68.1%+14.7pp |
| Annual return | 14.83% | 20.61%-5.8pp | 100.46%-85.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $667 | $2,323-71.3% | $2,940-77.3% | $2,551-73.8% |
| Participant deferral / active EE | $2,169 | $3,972-45.4% | $4,917-55.9% | $4,139-47.6% |
| Admin fee / account holder | $406 | $10,249-96.0% | $12,439-96.7% | $7,234-94.4% |