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 5-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 | $107,788 | $178,174-39.5% | $156,181-31.0% | $137,256-21.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.71% | 84.19%-72.5pp | 64.87%-53.2pp | 220.34%-208.6pp |
| Employer contribution / active EE | $13,333 | $4,972+168.2% | $4,294+210.5% | $4,156+220.8% |
| Participant deferral / active EE | $17,717 | $6,888+157.2% | $6,132+188.9% | $6,407+176.5% |
| Admin fee / account holder | $563 | $17,404-96.8% | $14,586-96.1% | $12,270-95.4% |