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 | $75,355 | $44,984+67.5% | $85,009-11.4% | $74,546+1.1% |
| Participation rate | 95.8% | 49.4%+46.4pp | 67.5%+28.3pp | 67.2%+28.6pp |
| Annual return | 12.87% | 26.25%-13.4pp | 66.47%-53.6pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,330 | $1,458+59.8% | $2,728-14.6% | $2,624-11.2% |
| Participant deferral / active EE | $6,723 | $2,733+146.0% | $4,522+48.7% | $4,347+54.7% |
| Admin fee / account holder | $2,690 | $2,208+21.8% | $6,153-56.3% | $1,944+38.4% |