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 | $14,524 | $172,111-91.6% | $150,298-90.3% | $137,256-89.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.60% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,267 | $4,636-51.1% | $4,154-45.4% | $4,156-45.4% |
| Participant deferral / active EE | $6,110 | $6,166-0.9% | $5,453+12.1% | $6,407-4.6% |
| Admin fee / account holder | $910 | $16,471-94.5% | $14,116-93.6% | $12,270-92.6% |