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 10-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 | $72,971 | $149,040-51.0% | $120,225-39.3% | $137,256-46.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.74% | 605.68%-591.9pp | 439.23%-425.5pp | 220.34%-206.6pp |
| Employer contribution / active EE | $4,579 | $4,350+5.2% | $3,475+31.7% | $4,156+10.2% |
| Participant deferral / active EE | $6,503 | $4,655+39.7% | $3,999+62.6% | $6,407+1.5% |
| Admin fee / account holder | $3,365 | $6,348-47.0% | $5,696-40.9% | $12,270-72.6% |