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 | $47,455 | $111,814-57.6% | $103,374-54.1% | $145,959-67.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.36% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $5,248 | $4,214+24.5% | $3,869+35.6% | $4,661+12.6% |
| Participant deferral / active EE | $4,288 | $5,618-23.7% | $5,058-15.2% | $6,689-35.9% |
| Admin fee / account holder | $676 | $9,754-93.1% | $8,394-91.9% | $13,398-95.0% |