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 8-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 | $99,798 | $159,934-37.6% | $147,005-32.1% | $145,959-31.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.69% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $3,296 | $5,287-37.7% | $4,934-33.2% | $4,661-29.3% |
| Participant deferral / active EE | $19,600 | $8,427+132.6% | $8,070+142.9% | $6,689+193.0% |
| Admin fee / account holder | $464 | $15,053-96.9% | $13,006-96.4% | $13,398-96.5% |