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 | $8,137 | $68,097-88.1% | $62,929-87.1% | $137,256-94.1% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.0%+7.5pp |
| Annual return | 15.92% | 1859.11%-1843.2pp | 1063.93%-1048.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,146 | $2,811-59.2% | $2,505-54.2% | $4,156-72.4% |
| Participant deferral / active EE | $1,236 | $4,553-72.8% | $3,888-68.2% | $6,407-80.7% |
| Admin fee / account holder | $1,610 | $6,521-75.3% | $5,065-68.2% | $12,270-86.9% |