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 | $64,868 | $172,111-62.3% | $150,298-56.8% | $137,256-52.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.75% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,707 | $4,636-41.6% | $4,154-34.8% | $4,156-34.9% |
| Participant deferral / active EE | $8,668 | $6,166+40.6% | $5,453+59.0% | $6,407+35.3% |
| Admin fee / account holder | $1,478 | $16,471-91.0% | $14,116-89.5% | $12,270-88.0% |