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 6-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 | $15,994 | $111,535-85.7% | $105,223-84.8% | $137,256-88.3% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 16.70% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,171 | $3,939-44.9% | $3,689-41.1% | $4,156-47.8% |
| Participant deferral / active EE | $4,042 | $5,500-26.5% | $5,072-20.3% | $6,407-36.9% |
| Admin fee / account holder | $3,382 | $9,721-65.2% | $8,859-61.8% | $12,270-72.4% |