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 | $42,770 | $72,071-40.7% | $68,368-37.4% | $137,256-68.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 22.41% | 353.14%-330.7pp | 292.57%-270.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,532 | $2,788-9.2% | $2,649-4.4% | $4,156-39.1% |
| Participant deferral / active EE | $8,864 | $4,410+101.0% | $4,123+115.0% | $6,407+38.4% |
| Admin fee / account holder | $2,916 | $5,336-45.3% | $5,150-43.4% | $12,270-76.2% |