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 4-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 | $42,092 | $169,161-75.1% | $129,295-67.4% | $145,959-71.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.74% | 14348.07%-14340.3pp | 9429.28%-9421.5pp | 561.95%-554.2pp |
| Employer contribution / active EE | $19,804 | $5,543+257.3% | $4,157+376.4% | $4,661+324.9% |
| Participant deferral / active EE | $11,867 | $4,989+137.8% | $4,169+184.6% | $6,689+77.4% |
| Admin fee / account holder | $306 | $9,878-96.9% | $7,665-96.0% | $13,398-97.7% |