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 | $131,645 | $100,970+30.4% | $96,576+36.3% | $137,256-4.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 64.03% | 38.16%+25.9pp | 38.47%+25.6pp | 220.34%-156.3pp |
| Employer contribution / active EE | $7,400 | $3,809+94.3% | $3,553+108.3% | $4,156+78.1% |
| Participant deferral / active EE | $21,352 | $8,286+157.7% | $7,956+168.4% | $6,407+233.3% |
| Admin fee / account holder | $1,259 | $11,312-88.9% | $11,381-88.9% | $12,270-89.7% |