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 | $49,488 | $169,161-70.7% | $129,295-61.7% | $145,959-66.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 36.07% | 14348.07%-14312.0pp | 9429.28%-9393.2pp | 561.95%-525.9pp |
| Employer contribution / active EE | $3,178 | $5,543-42.7% | $4,157-23.5% | $4,661-31.8% |
| Participant deferral / active EE | $6,158 | $4,989+23.4% | $4,169+47.7% | $6,689-7.9% |
| Admin fee / account holder | $2,629 | $9,878-73.4% | $7,665-65.7% | $13,398-80.4% |