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 6-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 | $36,328 | $80,812-55.0% | $160,784-77.4% | $82,448-55.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 19.46% | 100.59%-81.1pp | 1803.92%-1784.5pp | 41.64%-22.2pp |
| Employer contribution / active EE | $4,005 | $2,174+84.2% | $3,733+7.3% | $2,551+57.0% |
| Participant deferral / active EE | $9,619 | $4,335+121.9% | $6,293+52.9% | $4,139+132.4% |
| Admin fee / account holder | $2,248 | $7,695-70.8% | $9,717-76.9% | $7,234-68.9% |