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 | $27,019 | $115,814-76.7% | $105,223-74.3% | - |
| Participation rate | 84.8% | 57.0%+27.8pp | 75.0%+9.8pp | - |
| Annual return | 23.01% | 16.00%+7.0pp | 180.65%-157.6pp | - |
| Employer contribution / active EE | $2,000 | $2,099-4.7% | $3,689-45.8% | - |
| Participant deferral / active EE | $4,193 | $3,710+13.0% | $5,072-17.3% | - |
| Admin fee / account holder | $3,511 | $7,174-51.1% | $8,859-60.4% | - |