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 | $52,913 | $154,228-65.7% | $145,433-63.6% | $137,256-61.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 117.99% | 74.59%+43.4pp | 66.58%+51.4pp | 220.34%-102.4pp |
| Employer contribution / active EE | $8,486 | $4,804+76.6% | $4,554+86.3% | $4,156+104.2% |
| Participant deferral / active EE | $16,736 | $8,216+103.7% | $7,897+111.9% | $6,407+161.2% |
| Admin fee / account holder | $3,386 | $14,344-76.4% | $13,129-74.2% | $12,270-72.4% |