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 | $105,112 | $88,710+18.5% | $81,783+28.5% | $145,959-28.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.50% | 1027.26%-1013.8pp | 775.05%-761.6pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,706 | $3,083-44.7% | $2,913-41.4% | $4,661-63.4% |
| Participant deferral / active EE | $15,813 | $4,645+240.4% | $4,320+266.0% | $6,689+136.4% |
| Admin fee / account holder | $1,377 | $8,407-83.6% | $7,380-81.3% | $13,398-89.7% |