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 4-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 | $163,481 | $178,174-8.2% | $156,181+4.7% | $137,256+19.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.44% | 84.19%-66.8pp | 64.87%-47.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $19,731 | $4,972+296.9% | $4,294+359.5% | $4,156+374.8% |
| Participant deferral / active EE | $11,323 | $6,888+64.4% | $6,132+84.6% | $6,407+76.7% |
| Admin fee / account holder | $345 | $17,404-98.0% | $14,586-97.6% | $12,270-97.2% |