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 | $89,335 | $178,174-49.9% | $156,181-42.8% | $137,256-34.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.92% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,257 | $4,972-54.6% | $4,294-47.4% | $4,156-45.7% |
| Participant deferral / active EE | $2,920 | $6,888-57.6% | $6,132-52.4% | $6,407-54.4% |
| Admin fee / account holder | $7,441 | $17,404-57.2% | $14,586-49.0% | $12,270-39.4% |