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 | $23,770 | $97,125-75.5% | $86,233-72.4% | $137,256-82.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.08% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $5,696 | $2,841+100.5% | $2,504+127.4% | $4,156+37.0% |
| Participant deferral / active EE | $15,869 | $5,180+206.4% | $4,559+248.1% | $6,407+147.7% |
| Admin fee / account holder | $8,448 | $9,725-13.1% | $8,342+1.3% | $12,270-31.1% |