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 7-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 | $28,611 | $112,729-74.6% | $98,716-71.0% | $137,256-79.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 18.79% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,412 | $2,725-48.2% | $2,279-38.0% | $4,156-66.0% |
| Participant deferral / active EE | $1,500 | $4,640-67.7% | $4,048-62.9% | $6,407-76.6% |
| Admin fee / account holder | $750 | $10,129-92.6% | $8,703-91.4% | $12,270-93.9% |