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 | $26,136 | $76,785-66.0% | $56,441-53.7% | $145,959-82.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.35% | 3000.51%-2991.2pp | 1704.21%-1694.9pp | 561.95%-552.6pp |
| Employer contribution / active EE | $6,090 | $1,381+341.1% | $1,039+486.1% | $4,661+30.7% |
| Participant deferral / active EE | $2,169 | $2,624-17.3% | $1,953+11.1% | $6,689-67.6% |
| Admin fee / account holder | $420 | $3,334-87.4% | $2,829-85.1% | $13,398-96.9% |