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 9-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 | $78,173 | $102,382-23.6% | $147,005-46.8% | $80,874-3.3% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 22.52% | 134.89%-112.4pp | 418.76%-396.2pp | 35.62%-13.1pp |
| Employer contribution / active EE | $5,245 | $3,715+41.2% | $4,934+6.3% | $2,756+90.4% |
| Participant deferral / active EE | $16,790 | $6,646+152.6% | $8,070+108.1% | $4,297+290.7% |
| Admin fee / account holder | $5,919 | $7,942-25.5% | $13,006-54.5% | $6,935-14.7% |