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 3-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 | $11,047 | $111,535-90.1% | $105,223-89.5% | $137,256-92.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 24.92% | 237.85%-212.9pp | 180.65%-155.7pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,405 | $3,939-64.3% | $3,689-61.9% | $4,156-66.2% |
| Participant deferral / active EE | $2,773 | $5,500-49.6% | $5,072-45.3% | $6,407-56.7% |
| Admin fee / account holder | $721 | $9,721-92.6% | $8,859-91.9% | $12,270-94.1% |