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 | $12,373 | $101,618-87.8% | $93,063-86.7% | $137,256-91.0% |
| Participation rate | 93.8% | 74.9%+18.8pp | 72.1%+21.6pp | 80.0%+13.8pp |
| Annual return | 12.98% | 223.95%-211.0pp | 34.15%-21.2pp | 220.34%-207.4pp |
| Employer contribution / active EE | $911 | $2,707-66.4% | $2,476-63.2% | $4,156-78.1% |
| Participant deferral / active EE | $1,625 | $4,279-62.0% | $3,958-59.0% | $6,407-74.6% |
| Admin fee / account holder | $541 | $6,198-91.3% | $6,033-91.0% | $12,270-95.6% |