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 | $131,567 | $180,749-27.2% | $160,784-18.2% | $137,256-4.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.99% | 2234.46%-2214.5pp | 1803.92%-1783.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $6,114 | $4,155+47.1% | $3,733+63.8% | $4,156+47.1% |
| Participant deferral / active EE | $12,768 | $6,844+86.5% | $6,293+102.9% | $6,407+99.3% |
| Admin fee / account holder | $597 | $10,397-94.3% | $9,717-93.9% | $12,270-95.1% |