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 6-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 | $30,600 | $78,520-61.0% | $96,576-68.3% | $82,448-62.9% |
| Participation rate | 96.4% | 77.7%+18.7pp | 81.4%+15.0pp | 68.1%+28.4pp |
| Annual return | 23.22% | 41.30%-18.1pp | 38.47%-15.2pp | 41.64%-18.4pp |
| Employer contribution / active EE | $3,933 | $2,630+49.6% | $3,553+10.7% | $2,551+54.2% |
| Participant deferral / active EE | $8,768 | $6,754+29.8% | $7,956+10.2% | $4,139+111.8% |
| Admin fee / account holder | $5,184 | $13,455-61.5% | $11,381-54.5% | $7,234-28.3% |