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 4-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 | $45,917 | $73,787-37.8% | $98,716-53.5% | $82,448-44.3% |
| Participation rate | 96.2% | 61.4%+34.7pp | 69.3%+26.9pp | 68.1%+28.1pp |
| Annual return | 20.99% | 18.57%+2.4pp | 31.81%-10.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $5,041 | $1,511+233.6% | $2,279+121.2% | $2,551+97.6% |
| Participant deferral / active EE | $6,523 | $3,081+111.7% | $4,048+61.2% | $4,139+57.6% |
| Admin fee / account holder | $1,111 | $6,500-82.9% | $8,703-87.2% | $7,234-84.6% |