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 | $69,514 | $72,071-3.5% | $68,368+1.7% | $137,256-49.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.69% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,447 | $2,788+59.5% | $2,649+67.9% | $4,156+7.0% |
| Participant deferral / active EE | $4,451 | $4,410+0.9% | $4,123+8.0% | $6,407-30.5% |
| Admin fee / account holder | $363 | $5,336-93.2% | $5,150-92.9% | $12,270-97.0% |