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 | $146,961 | $159,934-8.1% | $147,0050% | $145,959+0.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 98.24%-82.1pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $20,430 | $5,287+286.4% | $4,934+314.0% | $4,661+338.3% |
| Participant deferral / active EE | $15,821 | $8,427+87.7% | $8,070+96.1% | $6,689+136.5% |
| Admin fee / account holder | $381 | $15,053-97.5% | $13,006-97.1% | $13,398-97.2% |