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 | $42,863 | $172,111-75.1% | $150,298-71.5% | $137,256-68.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.72% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $7,915 | $4,636+70.7% | $4,154+90.5% | $4,156+90.4% |
| Participant deferral / active EE | $21,900 | $6,166+255.2% | $5,453+301.6% | $6,407+241.8% |
| Admin fee / account holder | $4,622 | $16,471-71.9% | $14,116-67.3% | $12,270-62.3% |