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 | $39,941 | $111,814-64.3% | $103,374-61.4% | $145,959-72.6% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 12.80% | 24.77%-12.0pp | 24.89%-12.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,808 | $4,214-57.1% | $3,869-53.3% | $4,661-61.2% |
| Participant deferral / active EE | $3,702 | $5,618-34.1% | $5,058-26.8% | $6,689-44.7% |
| Admin fee / account holder | $3,466 | $9,754-64.5% | $8,394-58.7% | $13,398-74.1% |