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 | $18,926 | $172,111-89.0% | $150,298-87.4% | $137,256-86.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.88% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,987 | $4,636-57.1% | $4,154-52.2% | $4,156-52.2% |
| Participant deferral / active EE | $4,722 | $6,166-23.4% | $5,453-13.4% | $6,407-26.3% |
| Admin fee / account holder | $469 | $16,471-97.2% | $14,116-96.7% | $12,270-96.2% |