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 | $4,421 | $72,071-93.9% | $68,368-93.5% | $137,256-96.8% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.0%+14.2pp |
| Annual return | 20.56% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,113 | $2,788-24.2% | $2,649-20.2% | $4,156-49.2% |
| Participant deferral / active EE | $4,380 | $4,410-0.7% | $4,123+6.2% | $6,407-31.6% |
| Admin fee / account holder | $552 | $5,336-89.7% | $5,150-89.3% | $12,270-95.5% |