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 | $28,340 | $52,353-45.9% | $120,225-76.4% | $82,448-65.6% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 17.89% | 61.85%-44.0pp | 439.23%-421.3pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,973 | $1,510+163.1% | $3,475+14.3% | $2,551+55.7% |
| Participant deferral / active EE | $7,948 | $2,627+202.6% | $3,999+98.8% | $4,139+92.0% |
| Admin fee / account holder | $4,374 | $4,363+0.3% | $5,696-23.2% | $7,234-39.5% |