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 | $9,613 | $67,823-85.8% | $52,425-81.7% | $137,256-93.0% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 24.62% | 219.11%-194.5pp | 302.12%-277.5pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,129 | $1,163-3.0% | $914+23.4% | $4,156-72.8% |
| Participant deferral / active EE | $3,642 | $2,288+59.2% | $1,790+103.4% | $6,407-43.2% |
| Admin fee / account holder | $621 | $2,844-78.2% | $2,495-75.1% | $12,270-94.9% |