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 | $3,593 | $23,330-84.6% | $64,489-94.4% | $82,448-95.6% |
| Participation rate | 75.7% | 68.3%+7.4pp | 67.7%+8.0pp | 68.1%+7.6pp |
| Annual return | 14.80% | 83.66%-68.9pp | 55.03%-40.2pp | 41.64%-26.8pp |
| Employer contribution / active EE | $965 | $824+17.1% | $1,523-36.6% | $2,551-62.2% |
| Participant deferral / active EE | $1,081 | $1,707-36.7% | $2,778-61.1% | $4,139-73.9% |
| Admin fee / account holder | $2,174 | $2,946-26.2% | $4,260-49.0% | $7,234-69.9% |