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 | $73,712 | $159,934-53.9% | $147,005-49.9% | $145,959-49.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,617 | $5,287-69.4% | $4,934-67.2% | $4,661-65.3% |
| Participant deferral / active EE | $5,500 | $8,427-34.7% | $8,070-31.8% | $6,689-17.8% |
| Admin fee / account holder | $1,013 | $15,053-93.3% | $13,006-92.2% | $13,398-92.4% |