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 | $17,072 | $99,921-82.9% | $85,009-79.9% | $145,959-88.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.32% | 83.89%-74.6pp | 66.47%-57.2pp | 561.95%-552.6pp |
| Employer contribution / active EE | $18,899 | $3,233+484.6% | $2,728+592.7% | $4,661+305.5% |
| Participant deferral / active EE | $11,667 | $5,293+120.4% | $4,522+158.0% | $6,689+74.4% |
| Admin fee / account holder | $58,785 | $7,252+710.6% | $6,153+855.5% | $13,398+338.8% |