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 | $126,564 | $72,071+75.6% | $68,368+85.1% | $137,256-7.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.23% | 353.14%-338.9pp | 292.57%-278.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,513 | $2,788-45.7% | $2,649-42.9% | $4,156-63.6% |
| Participant deferral / active EE | $2,101 | $4,410-52.3% | $4,123-49.0% | $6,407-67.2% |
| Admin fee / account holder | $5,332 | $5,336-0.1% | $5,150+3.5% | $12,270-56.5% |