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 6-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 | $31,170 | $180,749-82.8% | $160,784-80.6% | $137,256-77.3% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 26.36% | 2234.46%-2208.1pp | 1803.92%-1777.6pp | 220.34%-194.0pp |
| Employer contribution / active EE | $2,050 | $4,155-50.7% | $3,733-45.1% | $4,156-50.7% |
| Participant deferral / active EE | $4,606 | $6,844-32.7% | $6,293-26.8% | $6,407-28.1% |
| Admin fee / account holder | $2,176 | $10,397-79.1% | $9,717-77.6% | $12,270-82.3% |