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 | $109,224 | $180,749-39.6% | $160,784-32.1% | $137,256-20.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.16% | 2234.46%-2217.3pp | 1803.92%-1786.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $19,370 | $4,155+366.2% | $3,733+418.9% | $4,156+366.1% |
| Participant deferral / active EE | $9,251 | $6,844+35.2% | $6,293+47.0% | $6,407+44.4% |
| Admin fee / account holder | $504 | $10,397-95.2% | $9,717-94.8% | $12,270-95.9% |