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 3-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 | $34,352 | $72,071-52.3% | $68,368-49.8% | $137,256-75.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 17.35% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,091 | $2,788+10.9% | $2,649+16.7% | $4,156-25.6% |
| Participant deferral / active EE | $5,811 | $4,410+31.8% | $4,123+41.0% | $6,407-9.3% |
| Admin fee / account holder | $3,386 | $5,336-36.5% | $5,150-34.3% | $12,270-72.4% |