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 | $49,875 | $183,592-72.8% | $155,567-67.9% | $145,959-65.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.27% | 61.24%-39.0pp | 64.74%-42.5pp | 561.95%-539.7pp |
| Employer contribution / active EE | $2,670 | $5,315-49.8% | $4,674-42.9% | $4,661-42.7% |
| Participant deferral / active EE | $2,847 | $6,464-56.0% | $5,628-49.4% | $6,689-57.4% |
| Admin fee / account holder | $675 | $19,318-96.5% | $15,916-95.8% | $13,398-95.0% |