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 9-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 | $72,860 | $180,749-59.7% | $160,784-54.7% | $137,256-46.9% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 13.87% | 2234.46%-2220.6pp | 1803.92%-1790.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,670 | $4,155-59.8% | $3,733-55.3% | $4,156-59.8% |
| Participant deferral / active EE | $4,718 | $6,844-31.1% | $6,293-25.0% | $6,407-26.4% |
| Admin fee / account holder | $4,856 | $10,397-53.3% | $9,717-50.0% | $12,270-60.4% |