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 8-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 | $19,548 | $124,425-84.3% | $112,040-82.6% | $137,256-85.8% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 17.34% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,945 | $3,411-43.0% | $2,954-34.2% | $4,156-53.2% |
| Participant deferral / active EE | $5,419 | $5,718-5.2% | $5,098+6.3% | $6,407-15.4% |
| Admin fee / account holder | $1,129 | $15,207-92.6% | $12,098-90.7% | $12,270-90.8% |