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 10-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 | $27,357 | $29,319-6.7% | $52,425-47.8% | $82,448-66.8% |
| Participation rate | 81.3% | 46.9%+34.4pp | 55.6%+25.6pp | 68.1%+13.2pp |
| Annual return | 17.65% | 535.20%-517.5pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $968 | $586+65.1% | $914+5.9% | $2,551-62.1% |
| Participant deferral / active EE | $2,348 | $1,171+100.5% | $1,790+31.2% | $4,139-43.3% |
| Admin fee / account holder | $634 | $1,962-67.7% | $2,495-74.6% | $7,234-91.2% |