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 | $21,196 | $149,040-85.8% | $120,225-82.4% | $137,256-84.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.19% | 605.68%-590.5pp | 439.23%-424.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,833 | $4,350-34.9% | $3,475-18.5% | $4,156-31.8% |
| Participant deferral / active EE | $6,196 | $4,655+33.1% | $3,999+54.9% | $6,407-3.3% |
| Admin fee / account holder | $1,832 | $6,348-71.1% | $5,696-67.8% | $12,270-85.1% |