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 | $67,596 | $72,396-6.6% | $67,511+0.1% | $145,959-53.7% |
| Participation rate | 94.1% | 76.9%+17.3pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 19.18% | 7194.07%-7174.9pp | 3517.41%-3498.2pp | 561.95%-542.8pp |
| Employer contribution / active EE | $584 | $3,071-81.0% | $2,733-78.6% | $4,661-87.5% |
| Participant deferral / active EE | $3,397 | $4,781-29.0% | $4,000-15.1% | $6,689-49.2% |
| Admin fee / account holder | $31,204 | $5,538+463.4% | $3,999+680.3% | $13,398+132.9% |