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 | $109,815 | $137,256-20.0% | $42,613+157.7% | $137,256-20.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 73.5%+26.5pp | 80.0%+20.0pp |
| Annual return | 18.57% | 220.34%-201.8pp | 19.23%-0.7pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,269 | $4,156-21.3% | $1,687+93.8% | $4,156-21.3% |
| Participant deferral / active EE | $18,394 | $6,407+187.1% | $4,456+312.8% | $6,407+187.1% |
| Admin fee / account holder | $1,277 | $12,270-89.6% | $2,621-51.3% | $12,270-89.6% |