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 3-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 | $61,489 | $111,814-45.0% | $103,374-40.5% | $145,959-57.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.78% | 24.77%-2.0pp | 24.89%-2.1pp | 561.95%-539.2pp |
| Employer contribution / active EE | $20,433 | $4,214+384.9% | $3,869+428.1% | $4,661+338.4% |
| Participant deferral / active EE | $6,431 | $5,618+14.5% | $5,058+27.1% | $6,689-3.9% |
| Admin fee / account holder | $379 | $9,754-96.1% | $8,394-95.5% | $13,398-97.2% |