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 | $76,009 | $88,710-14.3% | $81,783-7.1% | $145,959-47.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.42% | 1027.26%-1008.8pp | 775.05%-756.6pp | 561.95%-543.5pp |
| Employer contribution / active EE | $9,426 | $3,083+205.7% | $2,913+223.6% | $4,661+102.2% |
| Participant deferral / active EE | $3,426 | $4,645-26.2% | $4,320-20.7% | $6,689-48.8% |
| Admin fee / account holder | $746 | $8,407-91.1% | $7,380-89.9% | $13,398-94.4% |