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 8-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 | $68,688 | $172,111-60.1% | $150,298-54.3% | $137,256-50.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.36% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,960 | $4,636-57.7% | $4,154-52.8% | $4,156-52.9% |
| Participant deferral / active EE | $5,570 | $6,166-9.7% | $5,453+2.2% | $6,407-13.1% |
| Admin fee / account holder | $2,302 | $16,471-86.0% | $14,116-83.7% | $12,270-81.2% |