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 | $37,618 | $47,479-20.8% | $62,929-40.2% | $82,448-54.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.16% | 20.34%-8.2pp | 1063.93%-1051.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,012 | $1,885-46.3% | $2,505-59.6% | $2,551-60.3% |
| Participant deferral / active EE | $1,224 | $2,870-57.4% | $3,888-68.5% | $4,139-70.4% |
| Admin fee / account holder | $3,598 | $3,804-5.4% | $5,065-29.0% | $7,234-50.3% |