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 7-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 | $86,902 | $149,040-41.7% | $120,225-27.7% | $137,256-36.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.51% | 605.68%-587.2pp | 439.23%-420.7pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,601 | $4,350-17.2% | $3,475+3.6% | $4,156-13.4% |
| Participant deferral / active EE | $14,668 | $4,655+215.1% | $3,999+266.8% | $6,407+128.9% |
| Admin fee / account holder | $1,395 | $6,348-78.0% | $5,696-75.5% | $12,270-88.6% |