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 | $37,521 | $108,912-65.5% | $100,383-62.6% | $145,959-74.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.82% | 57.96%-44.1pp | 49.26%-35.4pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,267 | $4,423-48.8% | $3,944-42.5% | $4,661-51.4% |
| Participant deferral / active EE | $4,604 | $8,451-45.5% | $8,086-43.1% | $6,689-31.2% |
| Admin fee / account holder | $3,182 | $9,690-67.2% | $7,900-59.7% | $13,398-76.2% |