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 5-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 | $78,653 | $88,672-11.3% | $105,223-25.3% | $82,448-4.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 21.61% | 30.86%-9.2pp | 180.65%-159.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $4,203 | $3,048+37.9% | $3,689+13.9% | $2,551+64.8% |
| Participant deferral / active EE | $11,036 | $4,036+173.5% | $5,072+117.6% | $4,139+166.6% |
| Admin fee / account holder | $1,150 | $7,146-83.9% | $8,859-87.0% | $7,234-84.1% |