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 3-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 | $37,007 | $87,037-57.5% | $106,201-65.2% | $80,874-54.2% |
| Participation rate | 93.3% | 70.4%+22.9pp | 75.3%+18.0pp | 67.6%+25.7pp |
| Annual return | 18.14% | 17.05%+1.1pp | 116.26%-98.1pp | 35.62%-17.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $20,272 | $3,986+408.6% | $5,012+304.5% | $4,297+371.8% |
| Admin fee / account holder | $13,977 | $8,434+65.7% | $11,039+26.6% | $6,935+101.5% |