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 | $23,137 | $180,749-87.2% | $160,784-85.6% | $137,256-83.1% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 16.46% | 2234.46%-2218.0pp | 1803.92%-1787.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $566 | $4,155-86.4% | $3,733-84.8% | $4,156-86.4% |
| Participant deferral / active EE | $2,790 | $6,844-59.2% | $6,293-55.7% | $6,407-56.5% |
| Admin fee / account holder | $1,080 | $10,397-89.6% | $9,717-88.9% | $12,270-91.2% |