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 | $21,386 | $51,638-58.6% | $68,368-68.7% | $82,448-74.1% |
| Participation rate | 88.5% | 63.6%+24.9pp | 73.8%+14.7pp | 68.1%+20.4pp |
| Annual return | 186.96% | 37.53%+149.4pp | 292.57%-105.6pp | 41.64%+145.3pp |
| Employer contribution / active EE | $3,397 | $2,047+66.0% | $2,649+28.2% | $2,551+33.2% |
| Participant deferral / active EE | $5,571 | $2,914+91.2% | $4,123+35.1% | $4,139+34.6% |
| Admin fee / account holder | $814 | $4,643-82.5% | $5,150-84.2% | $7,234-88.7% |