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 | $19,439 | $63,703-69.5% | $93,063-79.1% | $82,448-76.4% |
| Participation rate | 96.0% | 63.8%+32.2pp | 72.1%+23.9pp | 68.1%+27.9pp |
| Annual return | 27.56% | -775.43%+803.0pp | 34.15%-6.6pp | 41.64%-14.1pp |
| Employer contribution / active EE | $3,656 | $1,729+111.5% | $2,476+47.7% | $2,551+43.3% |
| Participant deferral / active EE | $5,348 | $2,919+83.2% | $3,958+35.1% | $4,139+29.2% |
| Admin fee / account holder | $459 | $5,982-92.3% | $6,033-92.4% | $7,234-93.6% |