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 | $62,422 | $72,071-13.4% | $68,368-8.7% | $137,256-54.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 16.68% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,924 | $2,788-31.0% | $2,649-27.4% | $4,156-53.7% |
| Participant deferral / active EE | $4,990 | $4,410+13.1% | $4,123+21.0% | $6,407-22.1% |
| Admin fee / account holder | $1,463 | $5,336-72.6% | $5,150-71.6% | $12,270-88.1% |