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 7-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 | $13,951 | $100,970-86.2% | $96,576-85.6% | $137,256-89.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.29% | 38.16%-19.9pp | 38.47%-20.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $967 | $3,809-74.6% | $3,553-72.8% | $4,156-76.7% |
| Participant deferral / active EE | $3,208 | $8,286-61.3% | $7,956-59.7% | $6,407-49.9% |
| Admin fee / account holder | $417 | $11,312-96.3% | $11,381-96.3% | $12,270-96.6% |