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 | $48,783 | $100,970-51.7% | $96,576-49.5% | $137,256-64.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.93% | 38.16%-12.2pp | 38.47%-12.5pp | 220.34%-194.4pp |
| Employer contribution / active EE | $4,494 | $3,809+18.0% | $3,553+26.5% | $4,156+8.1% |
| Participant deferral / active EE | $11,781 | $8,286+42.2% | $7,956+48.1% | $6,407+83.9% |
| Admin fee / account holder | $7,028 | $11,312-37.9% | $11,381-38.3% | $12,270-42.7% |