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 | $41,011 | $72,071-43.1% | $68,368-40.0% | $137,256-70.1% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 19.82% | 353.14%-333.3pp | 292.57%-272.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $703 | $2,788-74.8% | $2,649-73.4% | $4,156-83.1% |
| Participant deferral / active EE | $6,264 | $4,410+42.0% | $4,123+51.9% | $6,407-2.2% |
| Admin fee / account holder | $558 | $5,336-89.5% | $5,150-89.2% | $12,270-95.5% |