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 | $73,230 | $78,520-6.7% | $96,576-24.2% | $82,448-11.2% |
| Participation rate | 91.4% | 77.7%+13.7pp | 81.4%+10.0pp | 68.1%+23.4pp |
| Annual return | 16.59% | 41.30%-24.7pp | 38.47%-21.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,033 | $6,754+63.3% | $7,956+38.7% | $4,139+166.5% |
| Admin fee / account holder | $6,478 | $13,455-51.9% | $11,381-43.1% | $7,234-10.5% |