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 10-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 | $76,136 | $80,812-5.8% | $160,784-52.6% | $82,448-7.7% |
| Participation rate | 71.0% | 66.2%+4.7pp | 77.0%-6.0pp | 68.1%+2.9pp |
| Annual return | 14.48% | 100.59%-86.1pp | 1803.92%-1789.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,104 | $2,174+42.8% | $3,733-16.8% | $2,551+21.7% |
| Participant deferral / active EE | $5,896 | $4,335+36.0% | $6,293-6.3% | $4,139+42.4% |
| Admin fee / account holder | $10,657 | $7,695+38.5% | $9,717+9.7% | $7,234+47.3% |