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 | $68,195 | $124,425-45.2% | $112,040-39.1% | $137,256-50.3% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 11.54% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $40,888 | $15,207+168.9% | $12,098+238.0% | $12,270+233.2% |