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 | $65,959 | $159,934-58.8% | $147,005-55.1% | $145,959-54.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 19.05% | 98.24%-79.2pp | 418.76%-399.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $8,318 | $5,287+57.3% | $4,934+68.6% | $4,661+78.5% |
| Participant deferral / active EE | $15,523 | $8,427+84.2% | $8,070+92.4% | $6,689+132.1% |
| Admin fee / account holder | $10,100 | $15,053-32.9% | $13,006-22.3% | $13,398-24.6% |