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 | $74,009 | $80,812-8.4% | $160,784-54.0% | $82,448-10.2% |
| Participation rate | 94.4% | 66.2%+28.2pp | 77.0%+17.5pp | 68.1%+26.4pp |
| Annual return | 16.27% | 100.59%-84.3pp | 1803.92%-1787.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,545 | $2,174+17.1% | $3,733-31.8% | $2,551-0.2% |
| Participant deferral / active EE | $6,542 | $4,335+50.9% | $6,293+4.0% | $4,139+58.0% |
| Admin fee / account holder | $3,608 | $7,695-53.1% | $9,717-62.9% | $7,234-50.1% |