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 8-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 | $20,489 | $47,479-56.8% | $62,929-67.4% | $82,448-75.1% |
| Participation rate | 96.8% | 66.9%+29.9pp | 73.1%+23.7pp | 68.1%+28.7pp |
| Annual return | 24.41% | 20.34%+4.1pp | 1063.93%-1039.5pp | 41.64%-17.2pp |
| Employer contribution / active EE | $3,724 | $1,885+97.5% | $2,505+48.7% | $2,551+46.0% |
| Participant deferral / active EE | $4,699 | $2,870+63.7% | $3,888+20.8% | $4,139+13.5% |
| Admin fee / account holder | $3,554 | $3,804-6.6% | $5,065-29.8% | $7,234-50.9% |