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 | $59,021 | $102,382-42.4% | $147,005-59.9% | $80,874-27.0% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 14.94% | 134.89%-120.0pp | 418.76%-403.8pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,806 | $3,715-51.4% | $4,934-63.4% | $2,756-34.5% |
| Participant deferral / active EE | $8,088 | $6,646+21.7% | $8,070+0.2% | $4,297+88.2% |
| Admin fee / account holder | $4,855 | $7,942-38.9% | $13,006-62.7% | $6,935-30.0% |