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 | $48,077 | $111,814-57.0% | $93,654-48.7% | $145,959-67.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.06% | 203.30%-191.2pp | 133.34%-121.3pp | 561.95%-549.9pp |
| Employer contribution / active EE | $6,651 | $3,092+115.2% | $2,421+174.8% | $4,661+42.7% |
| Participant deferral / active EE | $4,547 | $4,914-7.5% | $4,413+3.0% | $6,689-32.0% |
| Admin fee / account holder | $366 | $10,246-96.4% | $8,282-95.6% | $13,398-97.3% |