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 9-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 | $66,151 | $68,097-2.9% | $62,929+5.1% | $137,256-51.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.23% | 1859.11%-1844.9pp | 1063.93%-1049.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,627 | $2,811-42.1% | $2,505-35.0% | $4,156-60.9% |
| Participant deferral / active EE | $2,022 | $4,553-55.6% | $3,888-48.0% | $6,407-68.4% |
| Admin fee / account holder | $1,709 | $6,521-73.8% | $5,065-66.3% | $12,270-86.1% |