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 | $118,780 | $210,698-43.6% | $178,014-33.3% | $145,959-18.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 56.49% | 386.27%-329.8pp | 294.80%-238.3pp | 561.95%-505.5pp |
| Employer contribution / active EE | $3,795 | $4,567-16.9% | $3,950-3.9% | $4,661-18.6% |
| Participant deferral / active EE | $11,434 | $6,958+64.3% | $6,276+82.2% | $6,689+70.9% |
| Admin fee / account holder | $72,338 | $12,016+502.0% | $10,362+598.1% | $13,398+439.9% |