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 3-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 | $38,188 | $78,520-51.4% | $96,576-60.5% | $82,448-53.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 89.96% | 41.30%+48.7pp | 38.47%+51.5pp | 41.64%+48.3pp |
| Employer contribution / active EE | $4,458 | $2,630+69.6% | $3,553+25.5% | $2,551+74.8% |
| Participant deferral / active EE | $7,482 | $6,754+10.8% | $7,956-6.0% | $4,139+80.8% |
| Admin fee / account holder | $1,752 | $13,455-87.0% | $11,381-84.6% | $7,234-75.8% |