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 6-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 | $85,468 | $169,161-49.5% | $129,295-33.9% | $145,959-41.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.98% | 14348.07%-14325.1pp | 9429.28%-9406.3pp | 561.95%-539.0pp |
| Employer contribution / active EE | $991 | $5,543-82.1% | $4,157-76.2% | $4,661-78.7% |
| Participant deferral / active EE | $1,098 | $4,989-78.0% | $4,169-73.7% | $6,689-83.6% |
| Admin fee / account holder | $771 | $9,878-92.2% | $7,665-89.9% | $13,398-94.2% |