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 4-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 | $15,611 | $68,097-77.1% | $62,929-75.2% | $137,256-88.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.96% | 1859.11%-1839.1pp | 1063.93%-1044.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,121 | $2,811-24.6% | $2,505-15.3% | $4,156-49.0% |
| Participant deferral / active EE | $2,121 | $4,553-53.4% | $3,888-45.5% | $6,407-66.9% |
| Admin fee / account holder | $1,790 | $6,521-72.6% | $5,065-64.7% | $12,270-85.4% |