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 | $20,708 | $97,125-78.7% | $86,233-76.0% | $137,256-84.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 14.32% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,013 | $2,841-64.3% | $2,504-59.5% | $4,156-75.6% |
| Participant deferral / active EE | $3,080 | $5,180-40.5% | $4,559-32.4% | $6,407-51.9% |
| Admin fee / account holder | $3,849 | $9,725-60.4% | $8,342-53.9% | $12,270-68.6% |