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 | $71,218 | $149,040-52.2% | $120,225-40.8% | $137,256-48.1% |
| Participation rate | 88.9% | 75.4%+13.5pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 14.84% | 605.68%-590.8pp | 439.23%-424.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,331 | $4,350-69.4% | $3,475-61.7% | $4,156-68.0% |
| Participant deferral / active EE | $3,294 | $4,655-29.2% | $3,999-17.6% | $6,407-48.6% |
| Admin fee / account holder | $1,848 | $6,348-70.9% | $5,696-67.6% | $12,270-84.9% |