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 10-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 | $79,066 | $159,934-50.6% | $147,005-46.2% | $145,959-45.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.83% | 98.24%-86.4pp | 418.76%-406.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $4,253 | $5,287-19.6% | $4,934-13.8% | $4,661-8.7% |
| Participant deferral / active EE | $10,677 | $8,427+26.7% | $8,070+32.3% | $6,689+59.6% |
| Admin fee / account holder | $9,311 | $15,053-38.1% | $13,006-28.4% | $13,398-30.5% |