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 6-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 | $74,809 | $132,634-43.6% | $115,768-35.4% | $137,256-45.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.26% | 160.70%-148.4pp | 100.46%-88.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $4,456 | $3,360+32.6% | $2,940+51.6% | $4,156+7.2% |
| Participant deferral / active EE | $4,350 | $5,619-22.6% | $4,917-11.5% | $6,407-32.1% |
| Admin fee / account holder | $22,012 | $15,028+46.5% | $12,439+77.0% | $12,270+79.4% |