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 | $108,096 | $81,233+33.1% | $155,567-30.5% | $80,874+33.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.13% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $6,254 | $3,101+101.7% | $4,674+33.8% | $2,756+126.9% |
| Participant deferral / active EE | $5,419 | $3,452+57.0% | $5,628-3.7% | $4,297+26.1% |
| Admin fee / account holder | $25,785 | $7,998+222.4% | $15,916+62.0% | $6,935+271.8% |