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 | $23,908 | $88,672-73.0% | $105,223-77.3% | $82,448-71.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 19.87% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $3,689 | $3,048+21.0% | $3,6890% | $2,551+44.6% |
| Participant deferral / active EE | $3,833 | $4,036-5.0% | $5,072-24.4% | $4,139-7.4% |
| Admin fee / account holder | $2,438 | $7,146-65.9% | $8,859-72.5% | $7,234-66.3% |