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 | $41,245 | $180,749-77.2% | $160,784-74.3% | $137,256-70.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.77% | 2234.46%-2221.7pp | 1803.92%-1791.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,430 | $4,155-17.5% | $3,733-8.1% | $4,156-17.5% |
| Participant deferral / active EE | $4,414 | $6,844-35.5% | $6,293-29.9% | $6,407-31.1% |
| Admin fee / account holder | $8,735 | $10,397-16.0% | $9,717-10.1% | $12,270-28.8% |