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 | $14,149 | $72,071-80.4% | $68,368-79.3% | $137,256-89.7% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 16.37% | 353.14%-336.8pp | 292.57%-276.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $892 | $2,788-68.0% | $2,649-66.3% | $4,156-78.5% |
| Participant deferral / active EE | $1,519 | $4,410-65.6% | $4,123-63.2% | $6,407-76.3% |
| Admin fee / account holder | $793 | $5,336-85.1% | $5,150-84.6% | $12,270-93.5% |