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 | $139,147 | $72,071+93.1% | $68,368+103.5% | $137,256+1.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.11% | 353.14%-337.0pp | 292.57%-276.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,945 | $2,788-30.2% | $2,649-26.6% | $4,156-53.2% |
| Participant deferral / active EE | $15,244 | $4,410+245.7% | $4,123+269.8% | $6,407+137.9% |
| Admin fee / account holder | $2,807 | $5,336-47.4% | $5,150-45.5% | $12,270-77.1% |