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 6-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 | $12,127 | $76,407-84.1% | $150,298-91.9% | $82,448-85.3% |
| Participation rate | 95.5% | 66.4%+29.1pp | 77.8%+17.7pp | 68.1%+27.4pp |
| Annual return | 17.47% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,476 | $2,614-43.5% | $4,154-64.5% | $2,551-42.1% |
| Participant deferral / active EE | $3,609 | $3,214+12.3% | $5,453-33.8% | $4,139-12.8% |
| Admin fee / account holder | $782 | $6,352-87.7% | $14,116-94.5% | $7,234-89.2% |