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 | $112,134 | $150,197-25.3% | $120,368-6.8% | $145,959-23.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.06% | 154.26%-142.2pp | 107.26%-95.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,215 | $4,350-49.1% | $3,465-36.1% | $4,661-52.5% |
| Participant deferral / active EE | $6,705 | $6,174+8.6% | $4,991+34.3% | $6,689+0.2% |
| Admin fee / account holder | $730 | $12,216-94.0% | $9,429-92.3% | $13,398-94.5% |