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 5-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 | $18,197 | $51,638-64.8% | $68,368-73.4% | $82,448-77.9% |
| Participation rate | 83.9% | 63.6%+20.3pp | 73.8%+10.1pp | 68.1%+15.8pp |
| Annual return | 23.00% | 37.53%-14.5pp | 292.57%-269.6pp | 41.64%-18.6pp |
| Employer contribution / active EE | $2,951 | $2,047+44.2% | $2,649+11.4% | $2,551+15.7% |
| Participant deferral / active EE | $3,860 | $2,914+32.5% | $4,123-6.4% | $4,139-6.8% |
| Admin fee / account holder | $2,451 | $4,643-47.2% | $5,150-52.4% | $7,234-66.1% |