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 4-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 | $19,892 | $149,040-86.7% | $120,225-83.5% | $137,256-85.5% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 17.45% | 605.68%-588.2pp | 439.23%-421.8pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,549 | $4,350-41.4% | $3,475-26.6% | $4,156-38.7% |
| Participant deferral / active EE | $3,160 | $4,655-32.1% | $3,999-21.0% | $6,407-50.7% |
| Admin fee / account holder | $650 | $6,348-89.8% | $5,696-88.6% | $12,270-94.7% |