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 | $31,828 | $92,798-65.7% | $96,707-67.1% | $137,256-76.8% |
| Participation rate | 0.0% | 81.6%-81.6pp | 80.4%-80.4pp | 80.0%-80.0pp |
| Annual return | 28.08% | 31.24%-3.2pp | 34.78%-6.7pp | 220.34%-192.3pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $24,535 | $7,946+208.8% | $7,503+227.0% | $12,270+100.0% |