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 | $11,648 | $76,407-84.8% | $150,298-92.2% | $82,448-85.9% |
| Participation rate | 94.8% | 66.4%+28.4pp | 77.8%+17.1pp | 68.1%+26.8pp |
| Annual return | 18.15% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,063 | $2,614-59.3% | $4,154-74.4% | $2,551-58.3% |
| Participant deferral / active EE | $2,347 | $3,214-27.0% | $5,453-57.0% | $4,139-43.3% |
| Admin fee / account holder | $604 | $6,352-90.5% | $14,116-95.7% | $7,234-91.7% |