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 8-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 | $26,106 | $47,479-45.0% | $62,929-58.5% | $82,448-68.3% |
| Participation rate | 98.0% | 66.9%+31.1pp | 73.1%+24.9pp | 68.1%+29.9pp |
| Annual return | 15.05% | 20.34%-5.3pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,342 | $1,885-28.8% | $2,505-46.4% | $2,551-47.4% |
| Participant deferral / active EE | $2,775 | $2,870-3.3% | $3,888-28.6% | $4,139-32.9% |
| Admin fee / account holder | $3,121 | $3,804-17.9% | $5,065-38.4% | $7,234-56.9% |