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 | $64,164 | $201,259-68.1% | $184,200-65.2% | $145,959-56.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.02% | 28.98%-19.0pp | 28.80%-18.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,792 | $7,018-74.5% | $6,424-72.1% | $4,661-61.6% |
| Participant deferral / active EE | $14,801 | $9,806+50.9% | $9,132+62.1% | $6,689+121.3% |
| Admin fee / account holder | $31,917 | $16,372+94.9% | $13,907+129.5% | $13,398+138.2% |