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 | $99,121 | $159,934-38.0% | $147,005-32.6% | $145,959-32.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.58% | 98.24%-80.7pp | 418.76%-401.2pp | 561.95%-544.4pp |
| Employer contribution / active EE | $2,928 | $5,287-44.6% | $4,934-40.7% | $4,661-37.2% |
| Participant deferral / active EE | $9,176 | $8,427+8.9% | $8,070+13.7% | $6,689+37.2% |
| Admin fee / account holder | $1,832 | $15,053-87.8% | $13,006-85.9% | $13,398-86.3% |