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 7-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 | $80,404 | $76,785+4.7% | $56,441+42.5% | $145,959-44.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.44% | 3000.51%-2987.1pp | 1704.21%-1690.8pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,326 | $1,381+68.5% | $1,039+123.9% | $4,661-50.1% |
| Participant deferral / active EE | $8,766 | $2,624+234.1% | $1,953+348.9% | $6,689+31.1% |
| Admin fee / account holder | $7,116 | $3,334+113.4% | $2,829+151.5% | $13,398-46.9% |