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 | $24,569 | $29,667-17.2% | $56,441-56.5% | $80,874-69.6% |
| Participation rate | 85.0% | 41.7%+43.3pp | 52.5%+32.5pp | 67.6%+17.4pp |
| Annual return | 12.57% | 35.22%-22.7pp | 1704.21%-1691.6pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,715 | $669+156.3% | $1,039+65.1% | $2,756-37.7% |
| Participant deferral / active EE | $2,899 | $1,227+136.4% | $1,953+48.5% | $4,297-32.5% |
| Admin fee / account holder | $1,997 | $2,429-17.8% | $2,829-29.4% | $6,935-71.2% |