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 | $5,561 | $23,330-76.2% | $64,489-91.4% | $82,448-93.3% |
| Participation rate | 71.4% | 68.3%+3.1pp | 67.7%+3.7pp | 68.1%+3.4pp |
| Annual return | 18.92% | 83.66%-64.7pp | 55.03%-36.1pp | 41.64%-22.7pp |
| Employer contribution / active EE | $524 | $824-36.4% | $1,523-65.6% | $2,551-79.4% |
| Participant deferral / active EE | $1,200 | $1,707-29.7% | $2,778-56.8% | $4,139-71.0% |
| Admin fee / account holder | $1,164 | $2,946-60.5% | $4,260-72.7% | $7,234-83.9% |