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 | $64,678 | $72,071-10.3% | $68,368-5.4% | $137,256-52.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.24% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $5,658 | $2,788+103.0% | $2,649+113.6% | $4,156+36.1% |
| Participant deferral / active EE | $7,370 | $4,410+67.1% | $4,123+78.8% | $6,407+15.0% |
| Admin fee / account holder | $718 | $5,336-86.5% | $5,150-86.1% | $12,270-94.1% |