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 | $59,387 | $83,369-28.8% | $105,223-43.6% | $67,986-12.6% |
| Participation rate | 82.3% | 56.3%+26.0pp | 75.0%+7.2pp | 57.2%+25.1pp |
| Annual return | 17.10% | 24.64%-7.5pp | 180.65%-163.6pp | 31.67%-14.6pp |
| Employer contribution / active EE | $4,110 | $2,541+61.8% | $3,689+11.4% | $2,019+103.6% |
| Participant deferral / active EE | $5,294 | $3,295+60.7% | $5,072+4.4% | $3,358+57.7% |
| Admin fee / account holder | $4,172 | $4,073+2.4% | $8,859-52.9% | $3,203+30.3% |