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 | $31,075 | $172,111-81.9% | $150,298-79.3% | $137,256-77.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.39% | 69.37%-46.0pp | 62.79%-39.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,834 | $4,636-60.4% | $4,154-55.9% | $4,156-55.9% |
| Participant deferral / active EE | $6,648 | $6,166+7.8% | $5,453+21.9% | $6,407+3.8% |
| Admin fee / account holder | $781 | $16,471-95.3% | $14,116-94.5% | $12,270-93.6% |