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 | $7,648 | $23,330-67.2% | $64,489-88.1% | $82,448-90.7% |
| Participation rate | 90.3% | 68.3%+22.0pp | 67.7%+22.6pp | 68.1%+22.2pp |
| Annual return | 18.17% | 83.66%-65.5pp | 55.03%-36.9pp | 41.64%-23.5pp |
| Employer contribution / active EE | $992 | $824+20.4% | $1,523-34.8% | $2,551-61.1% |
| Participant deferral / active EE | $2,374 | $1,707+39.1% | $2,778-14.5% | $4,139-42.6% |
| Admin fee / account holder | $2,403 | $2,946-18.4% | $4,260-43.6% | $7,234-66.8% |