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 | $9,163 | $52,353-82.5% | $120,225-92.4% | $82,448-88.9% |
| Participation rate | 96.0% | 58.3%+37.7pp | 69.6%+26.4pp | 68.1%+27.9pp |
| Annual return | 22.39% | 61.85%-39.5pp | 439.23%-416.8pp | 41.64%-19.3pp |
| Employer contribution / active EE | $964 | $1,510-36.2% | $3,475-72.3% | $2,551-62.2% |
| Participant deferral / active EE | $1,739 | $2,627-33.8% | $3,999-56.5% | $4,139-58.0% |
| Admin fee / account holder | $346 | $4,363-92.1% | $5,696-93.9% | $7,234-95.2% |