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 | $88,210 | $100,970-12.6% | $96,576-8.7% | $137,256-35.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.09% | 38.16%-18.1pp | 38.47%-18.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $15,967 | $3,809+319.2% | $3,553+349.4% | $4,156+284.2% |
| Participant deferral / active EE | $18,951 | $8,286+128.7% | $7,956+138.2% | $6,407+195.8% |
| Admin fee / account holder | $30,613 | $11,312+170.6% | $11,381+169.0% | $12,270+149.5% |