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 3-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 | $22,687 | $169,161-86.6% | $129,295-82.5% | $145,959-84.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.17% | 14348.07%-14334.9pp | 9429.28%-9416.1pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,483 | $5,543-73.2% | $4,157-64.3% | $4,661-68.2% |
| Participant deferral / active EE | $1,974 | $4,989-60.4% | $4,169-52.7% | $6,689-70.5% |
| Admin fee / account holder | $748 | $9,878-92.4% | $7,665-90.2% | $13,398-94.4% |