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 10-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 | $25,442 | $132,634-80.8% | $115,768-78.0% | $137,256-81.5% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.4%+20.3pp | 80.0%+14.8pp |
| Annual return | 15.97% | 160.70%-144.7pp | 100.46%-84.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,443 | $3,360-57.1% | $2,940-50.9% | $4,156-65.3% |
| Participant deferral / active EE | $2,656 | $5,619-52.7% | $4,917-46.0% | $6,407-58.5% |
| Admin fee / account holder | $997 | $15,028-93.4% | $12,439-92.0% | $12,270-91.9% |