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 3-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 | $62,395 | $159,934-61.0% | $147,005-57.6% | $145,959-57.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.10% | 98.24%-85.1pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,000 | $5,287-62.2% | $4,934-59.5% | $4,661-57.1% |
| Participant deferral / active EE | $8,000 | $8,427-5.1% | $8,070-0.9% | $6,689+19.6% |
| Admin fee / account holder | $656 | $15,053-95.6% | $13,006-95.0% | $13,398-95.1% |