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 | $36,224 | $106,749-66.1% | $145,433-75.1% | $82,448-56.1% |
| Participation rate | 72.7% | 75.6%-2.9pp | 82.1%-9.4pp | 68.1%+4.7pp |
| Annual return | 16.90% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,768 | $3,444-48.7% | $4,554-61.2% | $2,551-30.7% |
| Participant deferral / active EE | $2,905 | $6,519-55.4% | $7,897-63.2% | $4,139-29.8% |
| Admin fee / account holder | $4,658 | $8,390-44.5% | $13,129-64.5% | $7,234-35.6% |