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 10-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 | $62,477 | $76,785-18.6% | $56,441+10.7% | $145,959-57.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 18.85% | 3000.51%-2981.7pp | 1704.21%-1685.4pp | 561.95%-543.1pp |
| Employer contribution / active EE | $8,727 | $1,381+532.1% | $1,039+739.9% | $4,661+87.2% |
| Participant deferral / active EE | $3,046 | $2,624+16.1% | $1,953+56.0% | $6,689-54.5% |
| Admin fee / account holder | $1,273 | $3,334-61.8% | $2,829-55.0% | $13,398-90.5% |