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 6-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 | $168,794 | $149,040+13.3% | $120,225+40.4% | $137,256+23.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.54% | 605.68%-590.1pp | 439.23%-423.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,785 | $4,350-36.0% | $3,475-19.9% | $4,156-33.0% |
| Participant deferral / active EE | $9,869 | $4,655+112.0% | $3,999+146.8% | $6,407+54.0% |
| Admin fee / account holder | $2,060 | $6,348-67.5% | $5,696-63.8% | $12,270-83.2% |