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 | $45,183 | $178,174-74.6% | $156,181-71.1% | $137,256-67.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.75% | 84.19%-64.4pp | 64.87%-45.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,936 | $4,972-61.1% | $4,294-54.9% | $4,156-53.4% |
| Participant deferral / active EE | $2,993 | $6,888-56.5% | $6,132-51.2% | $6,407-53.3% |
| Admin fee / account holder | $347 | $17,404-98.0% | $14,586-97.6% | $12,270-97.2% |