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 | $51,655 | $159,934-67.7% | $147,005-64.9% | $145,959-64.6% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 15.25% | 98.24%-83.0pp | 418.76%-403.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $2,625 | $5,287-50.4% | $4,934-46.8% | $4,661-43.7% |
| Participant deferral / active EE | $6,009 | $8,427-28.7% | $8,070-25.5% | $6,689-10.2% |
| Admin fee / account holder | $3,493 | $15,053-76.8% | $13,006-73.1% | $13,398-73.9% |