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 | $43,226 | $172,111-74.9% | $150,298-71.2% | $137,256-68.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.73% | 69.37%-48.6pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,920 | $4,636-37.0% | $4,154-29.7% | $4,156-29.8% |
| Participant deferral / active EE | $8,811 | $6,166+42.9% | $5,453+61.6% | $6,407+37.5% |
| Admin fee / account holder | $1,029 | $16,471-93.8% | $14,116-92.7% | $12,270-91.6% |