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 | $5,389 | $72,071-92.5% | $68,368-92.1% | $137,256-96.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 26.23% | 353.14%-326.9pp | 292.57%-266.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $4,016 | $2,788+44.1% | $2,649+51.6% | $4,156-3.4% |
| Participant deferral / active EE | $4,584 | $4,410+4.0% | $4,123+11.2% | $6,407-28.4% |
| Admin fee / account holder | $865 | $5,336-83.8% | $5,150-83.2% | $12,270-92.9% |