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 5-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 | $70,318 | $183,592-61.7% | $155,567-54.8% | $145,959-51.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.26% | 61.24%-33.0pp | 64.74%-36.5pp | 561.95%-533.7pp |
| Employer contribution / active EE | $1,708 | $5,315-67.9% | $4,674-63.5% | $4,661-63.3% |
| Participant deferral / active EE | $2,167 | $6,464-66.5% | $5,628-61.5% | $6,689-67.6% |
| Admin fee / account holder | $976 | $19,318-94.9% | $15,916-93.9% | $13,398-92.7% |