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 10-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 | $18,164 | $149,040-87.8% | $120,225-84.9% | $137,256-86.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.72% | 605.68%-581.0pp | 439.23%-414.5pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,573 | $4,350-63.8% | $3,475-54.7% | $4,156-62.2% |
| Participant deferral / active EE | $4,341 | $4,655-6.7% | $3,999+8.6% | $6,407-32.2% |
| Admin fee / account holder | $2,425 | $6,348-61.8% | $5,696-57.4% | $12,270-80.2% |