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 | $57,042 | $111,814-49.0% | $103,374-44.8% | $145,959-60.9% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 15.06% | 24.77%-9.7pp | 24.89%-9.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $6,804 | $4,214+61.5% | $3,869+75.9% | $4,661+46.0% |
| Participant deferral / active EE | $5,465 | $5,618-2.7% | $5,058+8.0% | $6,689-18.3% |
| Admin fee / account holder | $4,010 | $9,754-58.9% | $8,394-52.2% | $13,398-70.1% |