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 | $108,545 | $183,592-40.9% | $155,567-30.2% | $145,959-25.6% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 12.31% | 61.24%-48.9pp | 64.74%-52.4pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,601 | $5,315-51.1% | $4,674-44.4% | $4,661-44.2% |
| Participant deferral / active EE | $5,327 | $6,464-17.6% | $5,628-5.3% | $6,689-20.4% |
| Admin fee / account holder | $934 | $19,318-95.2% | $15,916-94.1% | $13,398-93.0% |