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 3-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 | $9,536 | $72,071-86.8% | $68,368-86.1% | $137,256-93.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 28.77% | 353.14%-324.4pp | 292.57%-263.8pp | 220.34%-191.6pp |
| Employer contribution / active EE | $3,793 | $2,788+36.1% | $2,649+43.2% | $4,156-8.7% |
| Participant deferral / active EE | $3,773 | $4,410-14.5% | $4,123-8.5% | $6,407-41.1% |
| Admin fee / account holder | $1,793 | $5,336-66.4% | $5,150-65.2% | $12,270-85.4% |