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 8-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 | $72,060 | $68,097+5.8% | $62,929+14.5% | $137,256-47.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.07% | 1859.11%-1840.0pp | 1063.93%-1044.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,989 | $2,811+6.3% | $2,505+19.3% | $4,156-28.1% |
| Participant deferral / active EE | $8,668 | $4,553+90.4% | $3,888+122.9% | $6,407+35.3% |
| Admin fee / account holder | $1,357 | $6,521-79.2% | $5,065-73.2% | $12,270-88.9% |