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 4-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 | $71,576 | $183,592-61.0% | $155,567-54.0% | $145,959-51.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.53% | 61.24%-45.7pp | 64.74%-49.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,997 | $5,315-43.6% | $4,674-35.9% | $4,661-35.7% |
| Participant deferral / active EE | $3,978 | $6,464-38.5% | $5,628-29.3% | $6,689-40.5% |
| Admin fee / account holder | $1,021 | $19,318-94.7% | $15,916-93.6% | $13,398-92.4% |