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 9-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 | $58,538 | $111,535-47.5% | $105,223-44.4% | $137,256-57.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 17.31% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,636 | $3,939-7.7% | $3,689-1.4% | $4,156-12.5% |
| Participant deferral / active EE | $5,659 | $5,500+2.9% | $5,072+11.6% | $6,407-11.7% |
| Admin fee / account holder | $2,911 | $9,721-70.1% | $8,859-67.1% | $12,270-76.3% |