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 | $30,535 | $183,592-83.4% | $155,567-80.4% | $145,959-79.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 61.24%-46.2pp | 64.74%-49.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,391 | $5,315-73.8% | $4,674-70.2% | $4,661-70.2% |
| Participant deferral / active EE | $2,371 | $6,464-63.3% | $5,628-57.9% | $6,689-64.6% |
| Admin fee / account holder | $409 | $19,318-97.9% | $15,916-97.4% | $13,398-96.9% |