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 9-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 | $25,774 | $76,407-66.3% | $150,298-82.9% | $82,448-68.7% |
| Participation rate | 88.7% | 66.4%+22.3pp | 77.8%+11.0pp | 68.1%+20.7pp |
| Annual return | 16.50% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $934 | $2,614-64.3% | $4,154-77.5% | $2,551-63.4% |
| Participant deferral / active EE | $2,906 | $3,214-9.6% | $5,453-46.7% | $4,139-29.8% |
| Admin fee / account holder | $717 | $6,352-88.7% | $14,116-94.9% | $7,234-90.1% |