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 8-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 | $108,324 | $172,111-37.1% | $150,298-27.9% | $137,256-21.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.24% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,573 | $4,636-66.1% | $4,154-62.1% | $4,156-62.2% |
| Participant deferral / active EE | $11,983 | $6,166+94.3% | $5,453+119.8% | $6,407+87.0% |
| Admin fee / account holder | $569 | $16,471-96.5% | $14,116-96.0% | $12,270-95.4% |