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 3-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 | $10,891 | $72,071-84.9% | $68,368-84.1% | $137,256-92.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.10% | 353.14%-336.0pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,005 | $2,788-28.1% | $2,649-24.3% | $4,156-51.8% |
| Participant deferral / active EE | $4,250 | $4,410-3.6% | $4,123+3.1% | $6,407-33.7% |
| Admin fee / account holder | $1,114 | $5,336-79.1% | $5,150-78.4% | $12,270-90.9% |