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 | $10,343 | $76,407-86.5% | $150,298-93.1% | $82,448-87.5% |
| Participation rate | 98.2% | 66.4%+31.8pp | 77.8%+20.4pp | 68.1%+30.1pp |
| Annual return | 18.84% | 39.99%-21.2pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,067 | $2,614-59.2% | $4,154-74.3% | $2,551-58.2% |
| Participant deferral / active EE | $2,163 | $3,214-32.7% | $5,453-60.3% | $4,139-47.8% |
| Admin fee / account holder | $332 | $6,352-94.8% | $14,116-97.7% | $7,234-95.4% |