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 3-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 | $44,606 | $97,125-54.1% | $86,233-48.3% | $137,256-67.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 14.23% | 74.19%-60.0pp | 61.39%-47.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,719 | $2,841+66.1% | $2,504+88.4% | $4,156+13.6% |
| Participant deferral / active EE | $17,038 | $5,180+228.9% | $4,559+273.7% | $6,407+165.9% |
| Admin fee / account holder | $359 | $9,725-96.3% | $8,342-95.7% | $12,270-97.1% |