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 8-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 | $11,724 | $76,407-84.7% | $150,298-92.2% | $82,448-85.8% |
| Participation rate | 87.3% | 66.4%+20.9pp | 77.8%+9.5pp | 68.1%+19.2pp |
| Annual return | 14.79% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $396 | $2,614-84.8% | $4,154-90.5% | $2,551-84.5% |
| Participant deferral / active EE | $1,594 | $3,214-50.4% | $5,453-70.8% | $4,139-61.5% |
| Admin fee / account holder | $809 | $6,352-87.3% | $14,116-94.3% | $7,234-88.8% |