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 3-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 | $6,671 | $56,060-88.1% | $76,002-91.2% | $80,874-91.8% |
| Participation rate | 91.4% | 62.0%+29.4pp | 69.1%+22.3pp | 67.6%+23.8pp |
| Annual return | 14.25% | 20.54%-6.3pp | 360.07%-345.8pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,113 | $1,873+12.8% | $2,688-21.4% | $2,756-23.3% |
| Participant deferral / active EE | $3,448 | $3,051+13.0% | $4,257-19.0% | $4,297-19.7% |
| Admin fee / account holder | $3,900 | $5,237-25.5% | $6,414-39.2% | $6,935-43.8% |