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 5-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 | $5,108 | $23,330-78.1% | $64,489-92.1% | $82,448-93.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 68.1%+31.9pp |
| Annual return | 17.81% | 83.66%-65.9pp | 55.03%-37.2pp | 41.64%-23.8pp |
| Employer contribution / active EE | $944 | $824+14.5% | $1,523-38.0% | $2,551-63.0% |
| Participant deferral / active EE | $785 | $1,707-54.0% | $2,778-71.7% | $4,139-81.0% |
| Admin fee / account holder | $353 | $2,946-88.0% | $4,260-91.7% | $7,234-95.1% |