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 4-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 | $16,129 | $80,812-80.0% | $160,784-90.0% | $82,448-80.4% |
| Participation rate | 96.3% | 66.2%+30.1pp | 77.0%+19.3pp | 68.1%+28.2pp |
| Annual return | 268.10% | 100.59%+167.5pp | 1803.92%-1535.8pp | 41.64%+226.5pp |
| Employer contribution / active EE | $1,531 | $2,174-29.6% | $3,733-59.0% | $2,551-40.0% |
| Participant deferral / active EE | $1,817 | $4,335-58.1% | $6,293-71.1% | $4,139-56.1% |
| Admin fee / account holder | $746 | $7,695-90.3% | $9,717-92.3% | $7,234-89.7% |