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 | $47,665 | $90,397-47.3% | $76,002-37.3% | $145,959-67.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.46% | 621.97%-610.5pp | 360.07%-348.6pp | 561.95%-550.5pp |
| Employer contribution / active EE | $8,483 | $3,317+155.7% | $2,688+215.5% | $4,661+82.0% |
| Participant deferral / active EE | $35,844 | $5,163+594.2% | $4,257+742.1% | $6,689+435.9% |
| Admin fee / account holder | $31,267 | $8,369+273.6% | $6,414+387.5% | $13,398+133.4% |