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 5-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 | $10,201 | $47,479-78.5% | $62,929-83.8% | $82,448-87.6% |
| Participation rate | 81.1% | 66.9%+14.2pp | 73.1%+8.0pp | 68.1%+13.0pp |
| Annual return | 37.42% | 20.34%+17.1pp | 1063.93%-1026.5pp | 41.64%-4.2pp |
| Employer contribution / active EE | $801 | $1,885-57.5% | $2,505-68.0% | $2,551-68.6% |
| Participant deferral / active EE | $1,236 | $2,870-56.9% | $3,888-68.2% | $4,139-70.1% |
| Admin fee / account holder | $798 | $3,804-79.0% | $5,065-84.3% | $7,234-89.0% |