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 | $63,018 | $95,453-34.0% | $112,040-43.8% | $82,448-23.6% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.5%+20.6pp | 68.1%+29.0pp |
| Annual return | 18.16% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $4,240 | $2,318+82.9% | $2,954+43.5% | $2,551+66.2% |
| Participant deferral / active EE | $3,133 | $4,224-25.8% | $5,098-38.5% | $4,139-24.3% |
| Admin fee / account holder | $4,345 | $9,013-51.8% | $12,098-64.1% | $7,234-39.9% |