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 | $14,606 | $29,319-50.2% | $52,425-72.1% | $82,448-82.3% |
| Participation rate | 85.2% | 46.9%+38.3pp | 55.6%+29.6pp | 68.1%+17.1pp |
| Annual return | 20.14% | 535.20%-515.1pp | 302.12%-282.0pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,376 | $586+305.1% | $914+159.9% | $2,551-6.9% |
| Participant deferral / active EE | $3,326 | $1,171+184.0% | $1,790+85.8% | $4,139-19.6% |
| Admin fee / account holder | $1,106 | $1,962-43.7% | $2,495-55.7% | $7,234-84.7% |