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 | $25,667 | $68,573-62.6% | $120,368-78.7% | $80,874-68.3% |
| Participation rate | 71.0% | 61.6%+9.4pp | 71.9%-0.9pp | 67.6%+3.3pp |
| Annual return | 11.06% | 23.61%-12.5pp | 107.26%-96.2pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,268 | $2,052-38.2% | $3,465-63.4% | $2,756-54.0% |
| Participant deferral / active EE | $3,738 | $3,174+17.8% | $4,991-25.1% | $4,297-13.0% |
| Admin fee / account holder | $1,153 | $5,734-79.9% | $9,429-87.8% | $6,935-83.4% |