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 | $60,405 | $102,382-41.0% | $147,005-58.9% | $80,874-25.3% |
| Participation rate | 80.3% | 75.8%+4.4pp | 82.2%-1.9pp | 67.6%+12.6pp |
| Annual return | 12.14% | 134.89%-122.8pp | 418.76%-406.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,557 | $3,715-31.2% | $4,934-48.2% | $2,756-7.2% |
| Participant deferral / active EE | $7,115 | $6,646+7.0% | $8,070-11.8% | $4,297+65.6% |
| Admin fee / account holder | $14,651 | $7,942+84.5% | $13,006+12.6% | $6,935+111.3% |