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 | $60,121 | $87,037-30.9% | $106,201-43.4% | $80,874-25.7% |
| Participation rate | 94.9% | 70.4%+24.4pp | 75.3%+19.6pp | 67.6%+27.2pp |
| Annual return | 12.66% | 17.05%-4.4pp | 116.26%-103.6pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,305 | $2,396-45.5% | $3,170-58.8% | $2,756-52.6% |
| Participant deferral / active EE | $5,183 | $3,986+30.0% | $5,012+3.4% | $4,297+20.6% |
| Admin fee / account holder | $788 | $8,434-90.7% | $11,039-92.9% | $6,935-88.6% |