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 | $138,861 | $97,125+43.0% | $86,233+61.0% | $137,256+1.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.81% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $6,161 | $2,841+116.8% | $2,504+146.0% | $4,156+48.2% |
| Participant deferral / active EE | $10,238 | $5,180+97.7% | $4,559+124.6% | $6,407+59.8% |
| Admin fee / account holder | $9,393 | $9,725-3.4% | $8,342+12.6% | $12,270-23.5% |