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 | $49,330 | $159,934-69.2% | $147,005-66.4% | $145,959-66.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.79% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,623 | $5,287-69.3% | $4,934-67.1% | $4,661-65.2% |
| Participant deferral / active EE | $4,794 | $8,427-43.1% | $8,070-40.6% | $6,689-28.3% |
| Admin fee / account holder | $2,692 | $15,053-82.1% | $13,006-79.3% | $13,398-79.9% |