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 | $13,682 | $180,749-92.4% | $160,784-91.5% | $137,256-90.0% |
| Participation rate | 90.5% | 80.0%+10.5pp | 77.0%+13.5pp | 80.0%+10.5pp |
| Annual return | 16.24% | 2234.46%-2218.2pp | 1803.92%-1787.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,131 | $4,155-48.7% | $3,733-42.9% | $4,156-48.7% |
| Participant deferral / active EE | $2,880 | $6,844-57.9% | $6,293-54.2% | $6,407-55.0% |
| Admin fee / account holder | $2,088 | $10,397-79.9% | $9,717-78.5% | $12,270-83.0% |