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 | $44,236 | $68,097-35.0% | $62,929-29.7% | $137,256-67.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.24% | 1859.11%-1839.9pp | 1063.93%-1044.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,462 | $2,811-48.0% | $2,505-41.6% | $4,156-64.8% |
| Participant deferral / active EE | $1,462 | $4,553-67.9% | $3,888-62.4% | $6,407-77.2% |
| Admin fee / account holder | $495 | $6,521-92.4% | $5,065-90.2% | $12,270-96.0% |