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 8-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 | $51,683 | $154,228-66.5% | $145,433-64.5% | $137,256-62.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.85% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $6,278 | $4,804+30.7% | $4,554+37.8% | $4,156+51.1% |
| Participant deferral / active EE | $31,523 | $8,216+283.7% | $7,897+299.2% | $6,407+392.0% |
| Admin fee / account holder | $8,054 | $14,344-43.9% | $13,129-38.7% | $12,270-34.4% |