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 | $6,996 | $23,330-70.0% | $64,489-89.2% | $82,448-91.5% |
| Participation rate | 73.1% | 68.3%+4.8pp | 67.7%+5.4pp | 68.1%+5.0pp |
| Annual return | 23.48% | 83.66%-60.2pp | 55.03%-31.5pp | 41.64%-18.2pp |
| Employer contribution / active EE | $872 | $824+5.7% | $1,523-42.8% | $2,551-65.8% |
| Participant deferral / active EE | $1,734 | $1,707+1.6% | $2,778-37.6% | $4,139-58.1% |
| Admin fee / account holder | $1,490 | $2,946-49.4% | $4,260-65.0% | $7,234-79.4% |