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 | $82,950 | $58,234+42.4% | $81,783+1.4% | $80,874+2.6% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.4%+23.6pp | 67.6%+28.4pp |
| Annual return | 13.87% | 41.70%-27.8pp | 775.05%-761.2pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,606 | $2,341+11.3% | $2,913-10.5% | $2,756-5.4% |
| Participant deferral / active EE | $3,494 | $3,283+6.4% | $4,320-19.1% | $4,297-18.7% |
| Admin fee / account holder | $1,525 | $4,982-69.4% | $7,380-79.3% | $6,935-78.0% |