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 | $55,306 | $68,097-18.8% | $62,929-12.1% | $137,256-59.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.19% | 1859.11%-1839.9pp | 1063.93%-1044.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,732 | $2,811+103.9% | $2,505+128.9% | $4,156+37.9% |
| Participant deferral / active EE | $10,759 | $4,553+136.3% | $3,888+176.7% | $6,407+67.9% |
| Admin fee / account holder | $3,957 | $6,521-39.3% | $5,065-21.9% | $12,270-67.8% |