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 | $77,535 | $72,071+7.6% | $68,368+13.4% | $137,256-43.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 13.43% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,125 | $2,788-23.8% | $2,649-19.8% | $4,156-48.9% |
| Participant deferral / active EE | $3,883 | $4,410-12.0% | $4,123-5.8% | $6,407-39.4% |
| Admin fee / account holder | $84,089 | $5,336+1476.0% | $5,150+1532.9% | $12,270+585.3% |