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 | $9,058 | $149,040-93.9% | $120,225-92.5% | $137,256-93.4% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 20.31% | 605.68%-585.4pp | 439.23%-418.9pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,166 | $4,350-73.2% | $3,475-66.5% | $4,156-72.0% |
| Participant deferral / active EE | $1,998 | $4,655-57.1% | $3,999-50.0% | $6,407-68.8% |
| Admin fee / account holder | $1,341 | $6,348-78.9% | $5,696-76.5% | $12,270-89.1% |