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 5-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 | $17,716 | $87,166-79.7% | $76,735-76.9% | $137,256-87.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 18.57% | 26.50%-7.9pp | 29.77%-11.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,916 | $2,904-34.0% | $2,454-21.9% | $4,156-53.9% |
| Participant deferral / active EE | $2,848 | $4,726-39.7% | $4,088-30.3% | $6,407-55.6% |
| Admin fee / account holder | $2,863 | $8,403-65.9% | $7,189-60.2% | $12,270-76.7% |