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 | $13,646 | $76,407-82.1% | $150,298-90.9% | $82,448-83.4% |
| Participation rate | 82.1% | 66.4%+15.7pp | 77.8%+4.4pp | 68.1%+14.1pp |
| Annual return | 14.95% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,212 | $2,614-53.6% | $4,154-70.8% | $2,551-52.5% |
| Participant deferral / active EE | $2,788 | $3,214-13.3% | $5,453-48.9% | $4,139-32.7% |
| Admin fee / account holder | $2,730 | $6,352-57.0% | $14,116-80.7% | $7,234-62.3% |