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 | $6,794 | $149,040-95.4% | $120,225-94.3% | $137,256-95.0% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 15.24% | 605.68%-590.4pp | 439.23%-424.0pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,053 | $4,350-52.8% | $3,475-40.9% | $4,156-50.6% |
| Participant deferral / active EE | $2,144 | $4,655-53.9% | $3,999-46.4% | $6,407-66.5% |
| Admin fee / account holder | $1,583 | $6,348-75.1% | $5,696-72.2% | $12,270-87.1% |