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 | $26,899 | $101,618-73.5% | $93,063-71.1% | $137,256-80.4% |
| Participation rate | 94.4% | 74.9%+19.5pp | 72.1%+22.3pp | 80.0%+14.5pp |
| Annual return | 11.28% | 223.95%-212.7pp | 34.15%-22.9pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,188 | $2,707+17.8% | $2,476+28.8% | $4,156-23.3% |
| Participant deferral / active EE | $6,289 | $4,279+47.0% | $3,958+58.9% | $6,407-1.8% |
| Admin fee / account holder | $10,869 | $6,198+75.4% | $6,033+80.2% | $12,270-11.4% |