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 3-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 | $6,629 | $76,407-91.3% | $150,298-95.6% | $82,448-92.0% |
| Participation rate | 93.9% | 66.4%+27.5pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 23.05% | 39.99%-16.9pp | 62.79%-39.7pp | 41.64%-18.6pp |
| Employer contribution / active EE | $2,094 | $2,614-19.9% | $4,154-49.6% | $2,551-17.9% |
| Participant deferral / active EE | $2,688 | $3,214-16.4% | $5,453-50.7% | $4,139-35.1% |
| Admin fee / account holder | $2,175 | $6,352-65.8% | $14,116-84.6% | $7,234-69.9% |