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 | $64,210 | $159,934-59.9% | $147,005-56.3% | $145,959-56.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 14.74% | 98.24%-83.5pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,857 | $5,287-46.0% | $4,934-42.1% | $4,661-38.7% |
| Participant deferral / active EE | $3,778 | $8,427-55.2% | $8,070-53.2% | $6,689-43.5% |
| Admin fee / account holder | $53,453 | $15,053+255.1% | $13,006+311.0% | $13,398+299.0% |