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 | $17,184 | $149,040-88.5% | $120,225-85.7% | $137,256-87.5% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 15.95% | 605.68%-589.7pp | 439.23%-423.3pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,162 | $4,350-73.3% | $3,475-66.6% | $4,156-72.0% |
| Participant deferral / active EE | $2,117 | $4,655-54.5% | $3,999-47.0% | $6,407-66.9% |
| Admin fee / account holder | $2,272 | $6,348-64.2% | $5,696-60.1% | $12,270-81.5% |