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 10-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 | $13,739 | $88,710-84.5% | $81,783-83.2% | $145,959-90.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 18.98% | 1027.26%-1008.3pp | 775.05%-756.1pp | 561.95%-543.0pp |
| Employer contribution / active EE | $1,835 | $3,083-40.5% | $2,913-37.0% | $4,661-60.6% |
| Participant deferral / active EE | $1,934 | $4,645-58.4% | $4,320-55.2% | $6,689-71.1% |
| Admin fee / account holder | $1,595 | $8,407-81.0% | $7,380-78.4% | $13,398-88.1% |