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 4-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 | $52,217 | $72,071-27.5% | $68,368-23.6% | $137,256-62.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.89% | 353.14%-331.3pp | 292.57%-270.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $4,873 | $2,788+74.8% | $2,649+83.9% | $4,156+17.2% |
| Participant deferral / active EE | $10,237 | $4,410+132.1% | $4,123+148.3% | $6,407+59.8% |
| Admin fee / account holder | $509 | $5,336-90.5% | $5,150-90.1% | $12,270-95.8% |