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 5-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 | $76,705 | $101,763-24.6% | $164,866-53.5% | $80,874-5.2% |
| Participation rate | 99.0% | 71.8%+27.1pp | 78.6%+20.4pp | 67.6%+31.3pp |
| Annual return | 14.94% | 16.73%-1.8pp | 69.97%-55.0pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,470 | $2,954-16.4% | $4,343-43.1% | $2,756-10.4% |
| Participant deferral / active EE | $4,990 | $4,477+11.5% | $6,033-17.3% | $4,297+16.1% |
| Admin fee / account holder | $1,957 | $8,228-76.2% | $12,689-84.6% | $6,935-71.8% |