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 5-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 | $49,984 | $68,097-26.6% | $62,929-20.6% | $137,256-63.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 153.86% | 1859.11%-1705.3pp | 1063.93%-910.1pp | 220.34%-66.5pp |
| Employer contribution / active EE | $3,362 | $2,811+19.6% | $2,505+34.3% | $4,156-19.1% |
| Participant deferral / active EE | $6,427 | $4,553+41.2% | $3,888+65.3% | $6,407+0.3% |
| Admin fee / account holder | $1,019 | $6,521-84.4% | $5,065-79.9% | $12,270-91.7% |