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 | $14,653 | $111,814-86.9% | $103,374-85.8% | $145,959-90.0% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 16.92% | 24.77%-7.8pp | 24.89%-8.0pp | 561.95%-545.0pp |
| Employer contribution / active EE | $1,165 | $4,214-72.4% | $3,869-69.9% | $4,661-75.0% |
| Participant deferral / active EE | $1,984 | $5,618-64.7% | $5,058-60.8% | $6,689-70.3% |
| Admin fee / account holder | $5,198 | $9,754-46.7% | $8,394-38.1% | $13,398-61.2% |