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 5-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 | $20,071 | $29,319-31.5% | $52,425-61.7% | $82,448-75.7% |
| Participation rate | 93.1% | 46.9%+46.2pp | 55.6%+37.5pp | 68.1%+25.0pp |
| Annual return | 21.68% | 535.20%-513.5pp | 302.12%-280.4pp | 41.64%-20.0pp |
| Employer contribution / active EE | $2,285 | $586+289.7% | $914+150.0% | $2,551-10.4% |
| Participant deferral / active EE | $4,907 | $1,171+319.0% | $1,790+174.1% | $4,139+18.6% |
| Admin fee / account holder | $507 | $1,962-74.2% | $2,495-79.7% | $7,234-93.0% |