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 3-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 | $16,999 | $154,228-89.0% | $145,433-88.3% | $137,256-87.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.78% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,404 | $4,804-70.8% | $4,554-69.2% | $4,156-66.2% |
| Participant deferral / active EE | $4,812 | $8,216-41.4% | $7,897-39.1% | $6,407-24.9% |
| Admin fee / account holder | $1,419 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |