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 3-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 | $8,656 | $149,040-94.2% | $120,225-92.8% | $137,256-93.7% |
| Participation rate | 91.7% | 75.4%+16.2pp | 69.6%+22.1pp | 80.0%+11.7pp |
| Annual return | 28.77% | 605.68%-576.9pp | 439.23%-410.5pp | 220.34%-191.6pp |
| Employer contribution / active EE | $1,903 | $4,350-56.3% | $3,475-45.3% | $4,156-54.2% |
| Participant deferral / active EE | $2,363 | $4,655-49.2% | $3,999-40.9% | $6,407-63.1% |
| Admin fee / account holder | $397 | $6,348-93.8% | $5,696-93.0% | $12,270-96.8% |