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 | $7,015 | $72,071-90.3% | $68,368-89.7% | $137,256-94.9% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 20.99% | 353.14%-332.2pp | 292.57%-271.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,520 | $2,788-45.5% | $2,649-42.6% | $4,156-63.4% |
| Participant deferral / active EE | $4,016 | $4,410-8.9% | $4,123-2.6% | $6,407-37.3% |
| Admin fee / account holder | $2,543 | $5,336-52.3% | $5,150-50.6% | $12,270-79.3% |