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 7-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 | $31,022 | $48,277-35.7% | $67,511-54.0% | $80,874-61.6% |
| Participation rate | 86.5% | 66.4%+20.2pp | 72.9%+13.7pp | 67.6%+18.9pp |
| Annual return | 13.73% | 18.27%-4.5pp | 3517.41%-3503.7pp | 35.62%-21.9pp |
| Employer contribution / active EE | $2,993 | $2,021+48.1% | $2,733+9.5% | $2,756+8.6% |
| Participant deferral / active EE | $5,168 | $2,926+76.6% | $4,000+29.2% | $4,297+20.3% |
| Admin fee / account holder | $2,688 | $3,687-27.1% | $3,999-32.8% | $6,935-61.2% |