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 | $24,512 | $29,667-17.4% | $56,441-56.6% | $80,874-69.7% |
| Participation rate | 98.9% | 41.7%+57.2pp | 52.5%+46.4pp | 67.6%+31.2pp |
| Annual return | 15.14% | 35.22%-20.1pp | 1704.21%-1689.1pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,476 | $669+120.6% | $1,039+42.1% | $2,756-46.4% |
| Participant deferral / active EE | $1,784 | $1,227+45.5% | $1,953-8.6% | $4,297-58.5% |
| Admin fee / account holder | $13,559 | $2,429+458.1% | $2,829+379.2% | $6,935+95.5% |