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 | $53,067 | $80,812-34.3% | $160,784-67.0% | $82,448-35.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 77.0%-2.0pp | 68.1%+6.9pp |
| Annual return | 17.03% | 100.59%-83.6pp | 1803.92%-1786.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,774 | $2,174-18.4% | $3,733-52.5% | $2,551-30.4% |
| Participant deferral / active EE | $5,066 | $4,335+16.9% | $6,293-19.5% | $4,139+22.4% |
| Admin fee / account holder | $13,513 | $7,695+75.6% | $9,717+39.1% | $7,234+86.8% |