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 | $65,016 | $109,904-40.8% | $97,167-33.1% | $145,959-55.5% |
| Participation rate | 78.6% | 75.9%+2.6pp | 72.7%+5.9pp | 80.3%-1.7pp |
| Annual return | 8.55% | 243.43%-234.9pp | 75.27%-66.7pp | 561.95%-553.4pp |
| Employer contribution / active EE | $1,231 | $3,084-60.1% | $2,729-54.9% | $4,661-73.6% |
| Participant deferral / active EE | $3,649 | $4,676-22.0% | $4,264-14.4% | $6,689-45.4% |
| Admin fee / account holder | $913 | $6,216-85.3% | $5,650-83.8% | $13,398-93.2% |