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 9-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 | $52,296 | $150,197-65.2% | $120,368-56.6% | $145,959-64.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 324.29% | 154.26%+170.0pp | 107.26%+217.0pp | 561.95%-237.7pp |
| Employer contribution / active EE | $4,901 | $4,350+12.7% | $3,465+41.5% | $4,661+5.1% |
| Participant deferral / active EE | $4,328 | $6,174-29.9% | $4,991-13.3% | $6,689-35.3% |
| Admin fee / account holder | $52,983 | $12,216+333.7% | $9,429+461.9% | $13,398+295.5% |