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 10-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 | $51,804 | $72,071-28.1% | $68,368-24.2% | $137,256-62.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.64% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,562 | $2,788+63.6% | $2,649+72.2% | $4,156+9.8% |
| Participant deferral / active EE | $6,286 | $4,410+42.5% | $4,123+52.5% | $6,407-1.9% |
| Admin fee / account holder | $20,628 | $5,336+286.6% | $5,150+300.6% | $12,270+68.1% |