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 | $47,791 | $159,934-70.1% | $147,005-67.5% | $145,959-67.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,942 | $5,287-44.4% | $4,934-40.4% | $4,661-36.9% |
| Participant deferral / active EE | $6,321 | $8,427-25.0% | $8,070-21.7% | $6,689-5.5% |
| Admin fee / account holder | $20,821 | $15,053+38.3% | $13,006+60.1% | $13,398+55.4% |