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 | $43,851 | $102,382-57.2% | $147,005-70.2% | $80,874-45.8% |
| Participation rate | 80.3% | 75.8%+4.5pp | 82.2%-1.9pp | 67.6%+12.7pp |
| Annual return | 13.56% | 134.89%-121.3pp | 418.76%-405.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,508 | $3,715-59.4% | $4,934-69.4% | $2,756-45.3% |
| Participant deferral / active EE | $3,985 | $6,646-40.0% | $8,070-50.6% | $4,297-7.3% |
| Admin fee / account holder | $6,532 | $7,942-17.8% | $13,006-49.8% | $6,935-5.8% |