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 | $66,927 | $159,934-58.2% | $147,005-54.5% | $145,959-54.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.20% | 98.24%-85.0pp | 418.76%-405.6pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,227 | $5,287-57.9% | $4,934-54.9% | $4,661-52.2% |
| Participant deferral / active EE | $4,942 | $8,427-41.4% | $8,070-38.8% | $6,689-26.1% |
| Admin fee / account holder | $437 | $15,053-97.1% | $13,006-96.6% | $13,398-96.7% |