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 | $29,140 | $149,040-80.4% | $120,225-75.8% | $137,256-78.8% |
| Participation rate | 73.3% | 75.4%-2.1pp | 69.6%+3.8pp | 80.0%-6.6pp |
| Annual return | 21.20% | 605.68%-584.5pp | 439.23%-418.0pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,433 | $4,350-67.1% | $3,475-58.8% | $4,156-65.5% |
| Participant deferral / active EE | $3,771 | $4,655-19.0% | $3,999-5.7% | $6,407-41.1% |
| Admin fee / account holder | $666 | $6,348-89.5% | $5,696-88.3% | $12,270-94.6% |