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 5-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 | $49,701 | $68,097-27.0% | $62,929-21.0% | $137,256-63.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.57% | 1859.11%-1839.5pp | 1063.93%-1044.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $7,437 | $2,811+164.6% | $2,505+196.9% | $4,156+78.9% |
| Participant deferral / active EE | $13,092 | $4,553+187.6% | $3,888+236.7% | $6,407+104.4% |
| Admin fee / account holder | $2,505 | $6,521-61.6% | $5,065-50.5% | $12,270-79.6% |