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 9-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 | $55,324 | $72,071-23.2% | $68,368-19.1% | $137,256-59.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 15.04% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,563 | $2,788+27.8% | $2,649+34.5% | $4,156-14.3% |
| Participant deferral / active EE | $7,108 | $4,410+61.2% | $4,123+72.4% | $6,407+10.9% |
| Admin fee / account holder | $827 | $5,336-84.5% | $5,150-83.9% | $12,270-93.3% |