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 | $62,413 | $111,814-44.2% | $103,374-39.6% | $145,959-57.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.29% | 24.77%-7.5pp | 24.89%-7.6pp | 561.95%-544.7pp |
| Employer contribution / active EE | $4,374 | $4,214+3.8% | $3,869+13.0% | $4,661-6.1% |
| Participant deferral / active EE | $11,350 | $5,618+102.0% | $5,058+124.4% | $6,689+69.7% |
| Admin fee / account holder | $4,750 | $9,754-51.3% | $8,394-43.4% | $13,398-64.5% |