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 10-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 | $14,794 | $112,729-86.9% | $98,716-85.0% | $137,256-89.2% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.3%+18.9pp | 80.0%+8.3pp |
| Annual return | 15.13% | 38.48%-23.3pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $875 | $2,725-67.9% | $2,279-61.6% | $4,156-79.0% |
| Participant deferral / active EE | $1,501 | $4,640-67.6% | $4,048-62.9% | $6,407-76.6% |
| Admin fee / account holder | $475 | $10,129-95.3% | $8,703-94.5% | $12,270-96.1% |