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 | $10,786 | $72,071-85.0% | $68,368-84.2% | $137,256-92.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.82% | 353.14%-334.3pp | 292.57%-273.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,993 | $2,788-28.5% | $2,649-24.8% | $4,156-52.1% |
| Participant deferral / active EE | $4,658 | $4,410+5.6% | $4,123+13.0% | $6,407-27.3% |
| Admin fee / account holder | $540 | $5,336-89.9% | $5,150-89.5% | $12,270-95.6% |