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 | $28,031 | $102,382-72.6% | $147,005-80.9% | $80,874-65.3% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 15.79% | 134.89%-119.1pp | 418.76%-403.0pp | 35.62%-19.8pp |
| Employer contribution / active EE | $3,971 | $3,715+6.9% | $4,934-19.5% | $2,756+44.1% |
| Participant deferral / active EE | $6,864 | $6,646+3.3% | $8,070-14.9% | $4,297+59.7% |
| Admin fee / account holder | $4,737 | $7,942-40.4% | $13,006-63.6% | $6,935-31.7% |