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 | $70,032 | $209,336-66.5% | $197,124-64.5% | $137,256-49.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.87% | 48.09%-31.2pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $10,457 | $6,591+58.7% | $6,227+67.9% | $4,156+151.6% |
| Participant deferral / active EE | $14,806 | $9,614+54.0% | $9,135+62.1% | $6,407+131.1% |
| Admin fee / account holder | $28,308 | $17,308+63.6% | $16,298+73.7% | $12,270+130.7% |