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 7-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 | $17,099 | $180,749-90.5% | $160,784-89.4% | $137,256-87.5% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 18.47% | 2234.46%-2216.0pp | 1803.92%-1785.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,243 | $4,155-70.1% | $3,733-66.7% | $4,156-70.1% |
| Participant deferral / active EE | $2,051 | $6,844-70.0% | $6,293-67.4% | $6,407-68.0% |
| Admin fee / account holder | $1,292 | $10,397-87.6% | $9,717-86.7% | $12,270-89.5% |