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 | $35,556 | $159,934-77.8% | $147,005-75.8% | $145,959-75.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 14.27% | 98.24%-84.0pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $6,873 | $5,287+30.0% | $4,934+39.3% | $4,661+47.5% |
| Participant deferral / active EE | $9,226 | $8,427+9.5% | $8,070+14.3% | $6,689+37.9% |
| Admin fee / account holder | $490 | $15,053-96.7% | $13,006-96.2% | $13,398-96.3% |