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 8-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 | $131,152 | $72,071+82.0% | $68,368+91.8% | $137,256-4.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.42% | 353.14%-329.7pp | 292.57%-269.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $3,688 | $2,788+32.3% | $2,649+39.2% | $4,156-11.3% |
| Participant deferral / active EE | $3,814 | $4,410-13.5% | $4,123-7.5% | $6,407-40.5% |
| Admin fee / account holder | $57,553 | $5,336+978.7% | $5,150+1017.6% | $12,270+369.0% |