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 4-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 | $19,336 | $97,125-80.1% | $86,233-77.6% | $137,256-85.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 16.19% | 74.19%-58.0pp | 61.39%-45.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,592 | $2,841-44.0% | $2,504-36.4% | $4,156-61.7% |
| Participant deferral / active EE | $1,990 | $5,180-61.6% | $4,559-56.3% | $6,407-68.9% |
| Admin fee / account holder | $379 | $9,725-96.1% | $8,342-95.5% | $12,270-96.9% |