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 | $74,677 | $88,672-15.8% | $105,223-29.0% | $82,448-9.4% |
| Participation rate | 95.0% | 67.9%+27.1pp | 75.0%+20.0pp | 68.1%+26.9pp |
| Annual return | 15.32% | 30.86%-15.5pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,132 | $4,036+2.4% | $5,072-18.5% | $4,139-0.2% |
| Admin fee / account holder | $2,391 | $7,146-66.5% | $8,859-73.0% | $7,234-67.0% |