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 | $51,268 | $87,166-41.2% | $76,735-33.2% | $137,256-62.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 20.56% | 26.50%-5.9pp | 29.77%-9.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,694 | $2,904+61.6% | $2,454+91.3% | $4,156+12.9% |
| Participant deferral / active EE | $18,267 | $4,726+286.5% | $4,088+346.9% | $6,407+185.1% |
| Admin fee / account holder | $87,225 | $8,403+938.0% | $7,189+1113.3% | $12,270+610.9% |