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 10-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 | $60,615 | $72,071-15.9% | $68,368-11.3% | $137,256-55.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.44% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $5,938 | $2,788+113.0% | $2,649+124.2% | $4,156+42.9% |
| Participant deferral / active EE | $5,028 | $4,410+14.0% | $4,123+22.0% | $6,407-21.5% |
| Admin fee / account holder | $1,102 | $5,336-79.3% | $5,150-78.6% | $12,270-91.0% |