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 | $242,353 | $180,749+34.1% | $160,784+50.7% | $137,256+76.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 26.77% | 2234.46%-2207.7pp | 1803.92%-1777.2pp | 220.34%-193.6pp |
| Employer contribution / active EE | $774 | $4,155-81.4% | $3,733-79.3% | $4,156-81.4% |
| Participant deferral / active EE | $5,162 | $6,844-24.6% | $6,293-18.0% | $6,407-19.4% |
| Admin fee / account holder | $560 | $10,397-94.6% | $9,717-94.2% | $12,270-95.4% |