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 | $30,694 | $76,407-59.8% | $150,298-79.6% | $82,448-62.8% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 59.99% | 39.99%+20.0pp | 62.79%-2.8pp | 41.64%+18.4pp |
| Employer contribution / active EE | $3,837 | $2,614+46.8% | $4,154-7.6% | $2,551+50.4% |
| Participant deferral / active EE | $7,276 | $3,214+126.4% | $5,453+33.4% | $4,139+75.8% |
| Admin fee / account holder | $785 | $6,352-87.6% | $14,116-94.4% | $7,234-89.1% |