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 4-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 | $8,734 | $87,166-90.0% | $76,735-88.6% | $137,256-93.6% |
| Participation rate | 76.2% | 74.4%+1.8pp | 69.5%+6.7pp | 80.0%-3.8pp |
| Annual return | 22.47% | 26.50%-4.0pp | 29.77%-7.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $617 | $2,904-78.8% | $2,454-74.9% | $4,156-85.2% |
| Participant deferral / active EE | $2,108 | $4,726-55.4% | $4,088-48.4% | $6,407-67.1% |
| Admin fee / account holder | $1,073 | $8,403-87.2% | $7,189-85.1% | $12,270-91.3% |