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 | $71,778 | $102,382-29.9% | $147,005-51.2% | $80,874-11.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.34% | 134.89%-121.6pp | 418.76%-405.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $3,806 | $3,715+2.5% | $4,934-22.9% | $2,756+38.1% |
| Participant deferral / active EE | $6,691 | $6,646+0.7% | $8,070-17.1% | $4,297+55.7% |
| Admin fee / account holder | $15,754 | $7,942+98.4% | $13,006+21.1% | $6,935+127.2% |