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 | $80,950 | $154,228-47.5% | $145,433-44.3% | $137,256-41.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.73% | 74.59%-52.9pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $13,243 | $4,804+175.7% | $4,554+190.8% | $4,156+218.6% |
| Participant deferral / active EE | $34,897 | $8,216+324.7% | $7,897+341.9% | $6,407+444.7% |
| Admin fee / account holder | $423 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |