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 6-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 | $96,215 | $97,125-0.9% | $86,233+11.6% | $137,256-29.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.97% | 74.19%-61.2pp | 61.39%-48.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,857 | $2,841+70.9% | $2,504+93.9% | $4,156+16.9% |
| Participant deferral / active EE | $3,939 | $5,180-24.0% | $4,559-13.6% | $6,407-38.5% |
| Admin fee / account holder | $3,748 | $9,725-61.5% | $8,342-55.1% | $12,270-69.5% |