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 7-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 | $19,543 | $47,479-58.8% | $62,929-68.9% | $82,448-76.3% |
| Participation rate | 97.5% | 66.9%+30.6pp | 73.1%+24.4pp | 68.1%+29.4pp |
| Annual return | 19.88% | 20.34%-0.5pp | 1063.93%-1044.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,635 | $1,885+39.7% | $2,505+5.2% | $2,551+3.3% |
| Participant deferral / active EE | $2,910 | $2,870+1.4% | $3,888-25.2% | $4,139-29.7% |
| Admin fee / account holder | $1,083 | $3,804-71.5% | $5,065-78.6% | $7,234-85.0% |