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 | $6,448 | $76,407-91.6% | $150,298-95.7% | $82,448-92.2% |
| Participation rate | 93.0% | 66.4%+26.6pp | 77.8%+15.2pp | 68.1%+24.9pp |
| Annual return | 21.56% | 39.99%-18.4pp | 62.79%-41.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,405 | $2,614-46.2% | $4,154-66.2% | $2,551-44.9% |
| Participant deferral / active EE | $1,816 | $3,214-43.5% | $5,453-66.7% | $4,139-56.1% |
| Admin fee / account holder | $439 | $6,352-93.1% | $14,116-96.9% | $7,234-93.9% |