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 | $60,220 | $80,812-25.5% | $160,784-62.5% | $82,448-27.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 14.49% | 100.59%-86.1pp | 1803.92%-1789.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,022 | $2,174-7.0% | $3,733-45.8% | $2,551-20.7% |
| Participant deferral / active EE | $3,197 | $4,335-26.2% | $6,293-49.2% | $4,139-22.8% |
| Admin fee / account holder | $425 | $7,695-94.5% | $9,717-95.6% | $7,234-94.1% |