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 5-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 | $16,258 | $68,097-76.1% | $62,929-74.2% | $137,256-88.2% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 21.11% | 1859.11%-1838.0pp | 1063.93%-1042.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $968 | $2,811-65.6% | $2,505-61.3% | $4,156-76.7% |
| Participant deferral / active EE | $2,312 | $4,553-49.2% | $3,888-40.5% | $6,407-63.9% |
| Admin fee / account holder | $430 | $6,521-93.4% | $5,065-91.5% | $12,270-96.5% |