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 4-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 | $21,236 | $101,618-79.1% | $93,063-77.2% | $137,256-84.5% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 11.74% | 223.95%-212.2pp | 34.15%-22.4pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,626 | $2,707-39.9% | $2,476-34.3% | $4,156-60.9% |
| Participant deferral / active EE | $3,596 | $4,279-16.0% | $3,958-9.1% | $6,407-43.9% |
| Admin fee / account holder | $11,424 | $6,198+84.3% | $6,033+89.4% | $12,270-6.9% |