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 | $28,921 | $100,970-71.4% | $96,576-70.1% | $137,256-78.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.80% | 38.16%-20.4pp | 38.47%-20.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $5,701 | $3,809+49.7% | $3,553+60.4% | $4,156+37.2% |
| Participant deferral / active EE | $6,143 | $8,286-25.9% | $7,956-22.8% | $6,407-4.1% |
| Admin fee / account holder | $5,179 | $11,312-54.2% | $11,381-54.5% | $12,270-57.8% |