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 | $83,465 | $183,592-54.5% | $155,567-46.3% | $145,959-42.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 26.39% | 61.24%-34.8pp | 64.74%-38.3pp | 561.95%-535.6pp |
| Employer contribution / active EE | $1,993 | $5,315-62.5% | $4,674-57.4% | $4,661-57.2% |
| Participant deferral / active EE | $2,583 | $6,464-60.0% | $5,628-54.1% | $6,689-61.4% |
| Admin fee / account holder | $4,074 | $19,318-78.9% | $15,916-74.4% | $13,398-69.6% |