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 | $4,999 | $67,823-92.6% | $52,425-90.5% | $137,256-96.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 17.84% | 219.11%-201.3pp | 302.12%-284.3pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,000 | $1,163-14.0% | $914+9.4% | $4,156-75.9% |
| Participant deferral / active EE | $1,673 | $2,288-26.9% | $1,790-6.5% | $6,407-73.9% |
| Admin fee / account holder | $1,183 | $2,844-58.4% | $2,495-52.6% | $12,270-90.4% |