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 4-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 | $25,640 | $102,382-75.0% | $147,005-82.6% | $80,874-68.3% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 13.88% | 134.89%-121.0pp | 418.76%-404.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,963 | $3,715-20.2% | $4,934-39.9% | $2,756+7.5% |
| Participant deferral / active EE | $6,083 | $6,646-8.5% | $8,070-24.6% | $4,297+41.6% |
| Admin fee / account holder | $1,414 | $7,942-82.2% | $13,006-89.1% | $6,935-79.6% |