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 8-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 | $240,784 | $124,425+93.5% | $112,040+114.9% | $137,256+75.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.15% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,410 | $3,411-58.7% | $2,954-52.3% | $4,156-66.1% |
| Participant deferral / active EE | $9,970 | $5,718+74.4% | $5,098+95.6% | $6,407+55.6% |
| Admin fee / account holder | $4,660 | $15,207-69.4% | $12,098-61.5% | $12,270-62.0% |