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 | $58,731 | $102,382-42.6% | $147,005-60.0% | $80,874-27.4% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 15.11% | 134.89%-119.8pp | 418.76%-403.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,306 | $3,715-37.9% | $4,934-53.3% | $2,756-16.3% |
| Participant deferral / active EE | $7,952 | $6,646+19.6% | $8,070-1.5% | $4,297+85.1% |
| Admin fee / account holder | $16,143 | $7,942+103.3% | $13,006+24.1% | $6,935+132.8% |