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 | $46,014 | $183,592-74.9% | $155,567-70.4% | $145,959-68.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.97% | 61.24%-52.3pp | 64.74%-55.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $3,281 | $5,315-38.3% | $4,674-29.8% | $4,661-29.6% |
| Participant deferral / active EE | $6,635 | $6,464+2.6% | $5,628+17.9% | $6,689-0.8% |
| Admin fee / account holder | $3,195 | $19,318-83.5% | $15,916-79.9% | $13,398-76.2% |