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 | $13,440 | $172,111-92.2% | $150,298-91.1% | $137,256-90.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 20.31% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,949 | $4,636-58.0% | $4,154-53.1% | $4,156-53.1% |
| Participant deferral / active EE | $5,053 | $6,166-18.1% | $5,453-7.3% | $6,407-21.1% |
| Admin fee / account holder | $1,374 | $16,471-91.7% | $14,116-90.3% | $12,270-88.8% |