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 7-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 | $51,865 | $210,698-75.4% | $178,014-70.9% | $145,959-64.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.22% | 386.27%-374.1pp | 294.80%-282.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,431 | $4,567-46.8% | $3,950-38.5% | $4,661-47.8% |
| Participant deferral / active EE | $8,106 | $6,958+16.5% | $6,276+29.2% | $6,689+21.2% |
| Admin fee / account holder | $1,984 | $12,016-83.5% | $10,362-80.9% | $13,398-85.2% |