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 8-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 | $42,583 | $68,097-37.5% | $62,929-32.3% | $137,256-69.0% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 14.10% | 1859.11%-1845.0pp | 1063.93%-1049.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,366 | $2,811-51.4% | $2,505-45.5% | $4,156-67.1% |
| Participant deferral / active EE | $4,617 | $4,553+1.4% | $3,888+18.7% | $6,407-27.9% |
| Admin fee / account holder | $1,396 | $6,521-78.6% | $5,065-72.4% | $12,270-88.6% |