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 | $61,747 | $172,111-64.1% | $150,298-58.9% | $137,256-55.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.53% | 69.37%-44.8pp | 62.79%-38.3pp | 220.34%-195.8pp |
| Employer contribution / active EE | $3,762 | $4,636-18.9% | $4,154-9.4% | $4,156-9.5% |
| Participant deferral / active EE | $11,697 | $6,166+89.7% | $5,453+114.5% | $6,407+82.6% |
| Admin fee / account holder | $834 | $16,471-94.9% | $14,116-94.1% | $12,270-93.2% |