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 7-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 | $69,681 | $108,912-36.0% | $100,383-30.6% | $145,959-52.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 57.96%-45.8pp | 49.26%-37.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $4,340 | $4,423-1.9% | $3,944+10.0% | $4,661-6.9% |
| Participant deferral / active EE | $6,717 | $8,451-20.5% | $8,086-16.9% | $6,689+0.4% |
| Admin fee / account holder | $340 | $9,690-96.5% | $7,900-95.7% | $13,398-97.5% |