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 | $77,233 | $154,228-49.9% | $145,433-46.9% | $137,256-43.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.31% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $7,005 | $4,804+45.8% | $4,554+53.8% | $4,156+68.5% |
| Participant deferral / active EE | $19,824 | $8,216+141.3% | $7,897+151.0% | $6,407+209.4% |
| Admin fee / account holder | $20,750 | $14,344+44.7% | $13,129+58.0% | $12,270+69.1% |