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 | $32,464 | $109,904-70.5% | $97,167-66.6% | $145,959-77.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.23% | 243.43%-223.2pp | 75.27%-55.0pp | 561.95%-541.7pp |
| Employer contribution / active EE | $2,183 | $3,084-29.2% | $2,729-20.0% | $4,661-53.2% |
| Participant deferral / active EE | $4,831 | $4,676+3.3% | $4,264+13.3% | $6,689-27.8% |
| Admin fee / account holder | $6,381 | $6,216+2.7% | $5,650+12.9% | $13,398-52.4% |