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 10-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 | $97,573 | $183,592-46.9% | $155,567-37.3% | $145,959-33.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.93% | 61.24%-50.3pp | 64.74%-53.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,050 | $5,315-80.2% | $4,674-77.5% | $4,661-77.5% |
| Participant deferral / active EE | $2,200 | $6,464-66.0% | $5,628-60.9% | $6,689-67.1% |
| Admin fee / account holder | $21,555 | $19,318+11.6% | $15,916+35.4% | $13,398+60.9% |