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 | $14,534 | $172,111-91.6% | $150,298-90.3% | $137,256-89.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 21.43% | 69.37%-47.9pp | 62.79%-41.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,662 | $4,636-64.1% | $4,154-60.0% | $4,156-60.0% |
| Participant deferral / active EE | $2,588 | $6,166-58.0% | $5,453-52.5% | $6,407-59.6% |
| Admin fee / account holder | $825 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |