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 | $114,215 | $80,812+41.3% | $160,784-29.0% | $82,448+38.5% |
| Participation rate | 97.6% | 66.2%+31.4pp | 77.0%+20.7pp | 68.1%+29.6pp |
| Annual return | 17.11% | 100.59%-83.5pp | 1803.92%-1786.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $5,756 | $2,174+164.8% | $3,733+54.2% | $2,551+125.6% |
| Participant deferral / active EE | $4,833 | $4,335+11.5% | $6,293-23.2% | $4,139+16.8% |
| Admin fee / account holder | $1,934 | $7,695-74.9% | $9,717-80.1% | $7,234-73.3% |