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 | $35,712 | $96,137-62.9% | $136,007-73.7% | $80,874-55.8% |
| Participation rate | 89.5% | 71.2%+18.3pp | 76.5%+13.0pp | 67.6%+21.8pp |
| Annual return | 13.13% | 28.70%-15.6pp | 579.32%-566.2pp | 35.62%-22.5pp |
| Employer contribution / active EE | $11,349 | $3,350+238.7% | $4,215+169.3% | $2,756+311.8% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,024-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,105 | $8,236+47.0% | $6,858+76.5% | $6,935+74.5% |