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 7-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 | $33,561 | $150,197-77.7% | $120,368-72.1% | $145,959-77.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.99% | 154.26%-141.3pp | 107.26%-94.3pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,788 | $4,350-35.9% | $3,465-19.5% | $4,661-40.2% |
| Participant deferral / active EE | $6,755 | $6,174+9.4% | $4,991+35.3% | $6,689+1.0% |
| Admin fee / account holder | $1,827 | $12,216-85.0% | $9,429-80.6% | $13,398-86.4% |