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 | $17,048 | $180,749-90.6% | $160,784-89.4% | $137,256-87.6% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 17.38% | 2234.46%-2217.1pp | 1803.92%-1786.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,679 | $4,155-35.5% | $3,733-28.2% | $4,156-35.5% |
| Participant deferral / active EE | $2,983 | $6,844-56.4% | $6,293-52.6% | $6,407-53.4% |
| Admin fee / account holder | $3,804 | $10,397-63.4% | $9,717-60.8% | $12,270-69.0% |