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 3-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 | $56,368 | $159,934-64.8% | $147,005-61.7% | $145,959-61.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.10% | 98.24%-85.1pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $19,938 | $5,287+277.1% | $4,934+304.1% | $4,661+327.8% |
| Participant deferral / active EE | $5,826 | $8,427-30.9% | $8,070-27.8% | $6,689-12.9% |
| Admin fee / account holder | $823 | $15,053-94.5% | $13,006-93.7% | $13,398-93.9% |