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 | $12,245 | $112,729-89.1% | $98,716-87.6% | $137,256-91.1% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 21.44% | 38.48%-17.0pp | 31.81%-10.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,032 | $2,725-62.1% | $2,279-54.7% | $4,156-75.2% |
| Participant deferral / active EE | $1,375 | $4,640-70.4% | $4,048-66.0% | $6,407-78.5% |
| Admin fee / account holder | $673 | $10,129-93.4% | $8,703-92.3% | $12,270-94.5% |