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 | $14,400 | $111,814-87.1% | $103,374-86.1% | $145,959-90.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 17.34% | 24.77%-7.4pp | 24.89%-7.5pp | 561.95%-544.6pp |
| Employer contribution / active EE | $1,132 | $4,214-73.1% | $3,869-70.7% | $4,661-75.7% |
| Participant deferral / active EE | $5,159 | $5,618-8.2% | $5,058+2.0% | $6,689-22.9% |
| Admin fee / account holder | $2,383 | $9,754-75.6% | $8,394-71.6% | $13,398-82.2% |