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 | $7,530 | $52,353-85.6% | $120,225-93.7% | $82,448-90.9% |
| Participation rate | 84.8% | 58.3%+26.5pp | 69.6%+15.3pp | 68.1%+16.8pp |
| Annual return | 18.06% | 61.85%-43.8pp | 439.23%-421.2pp | 41.64%-23.6pp |
| Employer contribution / active EE | $328 | $1,510-78.3% | $3,475-90.6% | $2,551-87.1% |
| Participant deferral / active EE | $1,939 | $2,627-26.2% | $3,999-51.5% | $4,139-53.1% |
| Admin fee / account holder | $2,782 | $4,363-36.2% | $5,696-51.2% | $7,234-61.5% |