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 | $116,807 | $210,698-44.6% | $178,014-34.4% | $145,959-20.0% |
| Participation rate | 89.5% | 80.8%+8.7pp | 77.1%+12.4pp | 80.3%+9.2pp |
| Annual return | 24.84% | 386.27%-361.4pp | 294.80%-270.0pp | 561.95%-537.1pp |
| Employer contribution / active EE | $1,612 | $4,567-64.7% | $3,950-59.2% | $4,661-65.4% |
| Participant deferral / active EE | $11,006 | $6,958+58.2% | $6,276+75.4% | $6,689+64.6% |
| Admin fee / account holder | $32,177 | $12,016+167.8% | $10,362+210.5% | $13,398+140.2% |