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 | $37,953 | $88,710-57.2% | $81,783-53.6% | $145,959-74.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.92% | 1027.26%-1011.3pp | 775.05%-759.1pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,494 | $3,083-19.1% | $2,913-14.4% | $4,661-46.5% |
| Participant deferral / active EE | $10,343 | $4,645+122.7% | $4,320+139.4% | $6,689+54.6% |
| Admin fee / account holder | $3,628 | $8,407-56.8% | $7,380-50.8% | $13,398-72.9% |