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 | $96,433 | $159,934-39.7% | $147,005-34.4% | $145,959-33.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.58% | 98.24%-84.7pp | 418.76%-405.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,645 | $5,287-68.9% | $4,934-66.7% | $4,661-64.7% |
| Participant deferral / active EE | $3,370 | $8,427-60.0% | $8,070-58.2% | $6,689-49.6% |
| Admin fee / account holder | $636 | $15,053-95.8% | $13,006-95.1% | $13,398-95.3% |