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 | $47,828 | $51,638-7.4% | $68,368-30.0% | $82,448-42.0% |
| Participation rate | 89.7% | 63.6%+26.0pp | 73.8%+15.9pp | 68.1%+21.6pp |
| Annual return | 21.80% | 37.53%-15.7pp | 292.57%-270.8pp | 41.64%-19.8pp |
| Employer contribution / active EE | $4,575 | $2,047+123.6% | $2,649+72.7% | $2,551+79.3% |
| Participant deferral / active EE | $6,418 | $2,914+120.3% | $4,123+55.7% | $4,139+55.0% |
| Admin fee / account holder | $3,113 | $4,643-33.0% | $5,150-39.5% | $7,234-57.0% |