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 | $88,847 | $99,921-11.1% | $85,009+4.5% | $145,959-39.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.38% | 83.89%-70.5pp | 66.47%-53.1pp | 561.95%-548.6pp |
| Employer contribution / active EE | $20,162 | $3,233+523.7% | $2,728+639.0% | $4,661+332.6% |
| Participant deferral / active EE | $14,753 | $5,293+178.7% | $4,522+226.3% | $6,689+120.6% |
| Admin fee / account holder | $587 | $7,252-91.9% | $6,153-90.5% | $13,398-95.6% |