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 | $13,842 | $57,590-76.0% | $86,233-83.9% | $82,448-83.2% |
| Participation rate | 86.5% | 57.9%+28.6pp | 69.0%+17.5pp | 68.1%+18.4pp |
| Annual return | 58.90% | 22.41%+36.5pp | 61.39%-2.5pp | 41.64%+17.3pp |
| Employer contribution / active EE | $2,752 | $1,655+66.2% | $2,504+9.9% | $2,551+7.9% |
| Participant deferral / active EE | $4,794 | $3,080+55.6% | $4,559+5.1% | $4,139+15.8% |
| Admin fee / account holder | $2,369 | $4,730-49.9% | $8,342-71.6% | $7,234-67.3% |