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 | $11,230 | $97,125-88.4% | $86,233-87.0% | $137,256-91.8% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.0%+3.2pp | 80.0%-7.7pp |
| Annual return | 14.36% | 74.19%-59.8pp | 61.39%-47.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,626 | $2,841-42.8% | $2,504-35.1% | $4,156-60.9% |
| Participant deferral / active EE | $2,963 | $5,180-42.8% | $4,559-35.0% | $6,407-53.8% |
| Admin fee / account holder | $7,295 | $9,725-25.0% | $8,342-12.5% | $12,270-40.5% |