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 | $57,082 | $100,970-43.5% | $96,576-40.9% | $137,256-58.4% |
| Participation rate | 84.6% | 82.6%+2.0pp | 81.4%+3.2pp | 80.0%+4.7pp |
| Annual return | 44.98% | 38.16%+6.8pp | 38.47%+6.5pp | 220.34%-175.4pp |
| Employer contribution / active EE | $44 | $3,809-98.8% | $3,553-98.8% | $4,156-98.9% |
| Participant deferral / active EE | $9,732 | $8,286+17.4% | $7,956+22.3% | $6,407+51.9% |
| Admin fee / account holder | $9,344 | $11,312-17.4% | $11,381-17.9% | $12,270-23.8% |