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 | $30,055 | $102,245-70.6% | $89,340-66.4% | $137,256-78.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 20.24% | 21.89%-1.6pp | 20.57%-0.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,384 | $2,529-45.3% | $2,231-38.0% | $4,156-66.7% |
| Participant deferral / active EE | $5,280 | $4,436+19.0% | $3,823+38.1% | $6,407-17.6% |
| Admin fee / account holder | $1,120 | $8,085-86.1% | $6,704-83.3% | $12,270-90.9% |