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 | $84,975 | $159,934-46.9% | $147,005-42.2% | $145,959-41.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.83% | 98.24%-79.4pp | 418.76%-399.9pp | 561.95%-543.1pp |
| Employer contribution / active EE | $4,612 | $5,287-12.8% | $4,934-6.5% | $4,661-1.1% |
| Participant deferral / active EE | $18,098 | $8,427+114.8% | $8,070+124.3% | $6,689+170.6% |
| Admin fee / account holder | $608 | $15,053-96.0% | $13,006-95.3% | $13,398-95.5% |