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 | $36,396 | $149,040-75.6% | $120,225-69.7% | $137,256-73.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 26.91% | 605.68%-578.8pp | 439.23%-412.3pp | 220.34%-193.4pp |
| Employer contribution / active EE | $2,417 | $4,350-44.4% | $3,475-30.5% | $4,156-41.8% |
| Participant deferral / active EE | $3,332 | $4,655-28.4% | $3,999-16.7% | $6,407-48.0% |
| Admin fee / account holder | $5,720 | $6,348-9.9% | $5,696+0.4% | $12,270-53.4% |