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 3-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 | $12,283 | $23,330-47.4% | $64,489-81.0% | $82,448-85.1% |
| Participation rate | 80.6% | 68.3%+12.3pp | 67.7%+12.9pp | 68.1%+12.5pp |
| Annual return | 69.16% | 83.66%-14.5pp | 55.03%+14.1pp | 41.64%+27.5pp |
| Employer contribution / active EE | $2,434 | $824+195.3% | $1,523+59.8% | $2,551-4.6% |
| Participant deferral / active EE | $3,987 | $1,707+133.5% | $2,778+43.5% | $4,139-3.7% |
| Admin fee / account holder | $610 | $2,946-79.3% | $4,260-85.7% | $7,234-91.6% |