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 | $88,519 | $172,111-48.6% | $150,298-41.1% | $137,256-35.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.83% | 69.37%-45.5pp | 62.79%-39.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $20,040 | $4,636+332.2% | $4,154+382.4% | $4,156+382.2% |
| Participant deferral / active EE | $7,558 | $6,166+22.6% | $5,453+38.6% | $6,407+18.0% |
| Admin fee / account holder | $1,223 | $16,471-92.6% | $14,116-91.3% | $12,270-90.0% |