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 | $91,993 | $100,970-8.9% | $96,576-4.7% | $137,256-33.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.94% | 38.16%-24.2pp | 38.47%-24.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $6,448 | $3,809+69.3% | $3,553+81.5% | $4,156+55.1% |
| Participant deferral / active EE | $16,375 | $8,286+97.6% | $7,956+105.8% | $6,407+155.6% |
| Admin fee / account holder | $508 | $11,312-95.5% | $11,381-95.5% | $12,270-95.9% |