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 7-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 | $14,500 | $111,535-87.0% | $105,223-86.2% | $137,256-89.4% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 80.0%+13.8pp |
| Annual return | 21.09% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,202 | $3,939-44.1% | $3,689-40.3% | $4,156-47.0% |
| Participant deferral / active EE | $3,639 | $5,500-33.8% | $5,072-28.2% | $6,407-43.2% |
| Admin fee / account holder | $616 | $9,721-93.7% | $8,859-93.0% | $12,270-95.0% |