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 | $65,136 | $159,934-59.3% | $147,005-55.7% | $145,959-55.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.64% | 98.24%-79.6pp | 418.76%-400.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $3,286 | $5,287-37.9% | $4,934-33.4% | $4,661-29.5% |
| Participant deferral / active EE | $12,650 | $8,427+50.1% | $8,070+56.8% | $6,689+89.1% |
| Admin fee / account holder | $546 | $15,053-96.4% | $13,006-95.8% | $13,398-95.9% |