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 | $19,750 | $180,749-89.1% | $160,784-87.7% | $137,256-85.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.13% | 2234.46%-2216.3pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,097 | $4,155-49.5% | $3,733-43.8% | $4,156-49.5% |
| Participant deferral / active EE | $2,411 | $6,844-64.8% | $6,293-61.7% | $6,407-62.4% |
| Admin fee / account holder | $1,003 | $10,397-90.4% | $9,717-89.7% | $12,270-91.8% |