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 | $11,675 | $180,749-93.5% | $160,784-92.7% | $137,256-91.5% |
| Participation rate | 86.7% | 80.0%+6.7pp | 77.0%+9.7pp | 80.0%+6.7pp |
| Annual return | 18.66% | 2234.46%-2215.8pp | 1803.92%-1785.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,320 | $4,155-44.2% | $3,733-37.9% | $4,156-44.2% |
| Participant deferral / active EE | $3,263 | $6,844-52.3% | $6,293-48.1% | $6,407-49.1% |
| Admin fee / account holder | $1,178 | $10,397-88.7% | $9,717-87.9% | $12,270-90.4% |