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 5-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 | $7,474 | $29,051-74.3% | $52,425-85.7% | $67,986-89.0% |
| Participation rate | 86.8% | 30.4%+56.4pp | 55.6%+31.2pp | 57.2%+29.6pp |
| Annual return | 21.00% | 24.00%-3.0pp | 302.12%-281.1pp | 31.67%-10.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,701 | $873+94.8% | $1,790-5.0% | $3,358-49.3% |
| Admin fee / account holder | $501 | $2,113-76.3% | $2,495-79.9% | $3,203-84.3% |