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 10-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 | $29,312 | $77,896-62.4% | $134,172-78.2% | $82,448-64.4% |
| Participation rate | 79.5% | 62.8%+16.8pp | 72.5%+7.1pp | 68.1%+11.5pp |
| Annual return | 17.63% | 18.21%-0.6pp | 25.30%-7.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $787 | $2,159-63.6% | $3,420-77.0% | $2,551-69.2% |
| Participant deferral / active EE | $4,253 | $3,162+34.5% | $4,690-9.3% | $4,139+2.8% |
| Admin fee / account holder | $4,334 | $6,336-31.6% | $12,016-63.9% | $7,234-40.1% |