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 | $65,108 | $180,749-64.0% | $160,784-59.5% | $137,256-52.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.17% | 2234.46%-2222.3pp | 1803.92%-1791.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $529 | $4,155-87.3% | $3,733-85.8% | $4,156-87.3% |
| Participant deferral / active EE | $4,648 | $6,844-32.1% | $6,293-26.1% | $6,407-27.5% |
| Admin fee / account holder | $5,823 | $10,397-44.0% | $9,717-40.1% | $12,270-52.5% |