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 10-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 | $15,974 | $180,749-91.2% | $160,784-90.1% | $137,256-88.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.32% | 2234.46%-2216.1pp | 1803.92%-1785.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,338 | $4,155-67.8% | $3,733-64.2% | $4,156-67.8% |
| Participant deferral / active EE | $2,214 | $6,844-67.6% | $6,293-64.8% | $6,407-65.4% |
| Admin fee / account holder | $518 | $10,397-95.0% | $9,717-94.7% | $12,270-95.8% |