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 4-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 | $69,944 | $88,710-21.2% | $81,783-14.5% | $145,959-52.1% |
| Participation rate | 70.6% | 75.0%-4.5pp | 72.4%-1.8pp | 80.3%-9.7pp |
| Annual return | 17.92% | 1027.26%-1009.3pp | 775.05%-757.1pp | 561.95%-544.0pp |
| Employer contribution / active EE | $932 | $3,083-69.8% | $2,913-68.0% | $4,661-80.0% |
| Participant deferral / active EE | $1,476 | $4,645-68.2% | $4,320-65.8% | $6,689-77.9% |
| Admin fee / account holder | $8,671 | $8,407+3.1% | $7,380+17.5% | $13,398-35.3% |