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 | $16,300 | $67,823-76.0% | $52,425-68.9% | $137,256-88.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 21.31% | 219.11%-197.8pp | 302.12%-280.8pp | 220.34%-199.0pp |
| Employer contribution / active EE | $6,327 | $1,163+444.1% | $914+592.1% | $4,156+52.2% |
| Participant deferral / active EE | $9,251 | $2,288+304.3% | $1,790+416.7% | $6,407+44.4% |
| Admin fee / account holder | $412 | $2,844-85.5% | $2,495-83.5% | $12,270-96.6% |