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 | $47,884 | $178,174-73.1% | $156,181-69.3% | $137,256-65.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.66% | 84.19%-71.5pp | 64.87%-52.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,096 | $4,972-57.8% | $4,294-51.2% | $4,156-49.6% |
| Participant deferral / active EE | $3,796 | $6,888-44.9% | $6,132-38.1% | $6,407-40.8% |
| Admin fee / account holder | $5,549 | $17,404-68.1% | $14,586-62.0% | $12,270-54.8% |