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 6-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 | $7,233 | $67,823-89.3% | $52,425-86.2% | $137,256-94.7% |
| Participation rate | 76.5% | 63.9%+12.6pp | 55.6%+20.8pp | 80.0%-3.5pp |
| Annual return | 18.48% | 219.11%-200.6pp | 302.12%-283.6pp | 220.34%-201.9pp |
| Employer contribution / active EE | $608 | $1,163-47.7% | $914-33.4% | $4,156-85.4% |
| Participant deferral / active EE | $686 | $2,288-70.0% | $1,790-61.7% | $6,407-89.3% |
| Admin fee / account holder | $923 | $2,844-67.6% | $2,495-63.0% | $12,270-92.5% |