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 | $21,186 | $154,228-86.3% | $145,433-85.4% | $137,256-84.6% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 23.21% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,297 | $4,804-52.2% | $4,554-49.6% | $4,156-44.7% |
| Participant deferral / active EE | $3,779 | $8,216-54.0% | $7,897-52.2% | $6,407-41.0% |
| Admin fee / account holder | $499 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |