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 3-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 | $33,155 | $111,814-70.3% | $93,654-64.6% | $145,959-77.3% |
| Participation rate | 73.7% | 74.2%-0.5pp | 68.7%+5.0pp | 80.3%-6.6pp |
| Annual return | 11.89% | 203.30%-191.4pp | 133.34%-121.4pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,433 | $3,092-53.6% | $2,421-40.8% | $4,661-69.3% |
| Participant deferral / active EE | $1,869 | $4,914-62.0% | $4,413-57.6% | $6,689-72.1% |
| Admin fee / account holder | $3,064 | $10,246-70.1% | $8,282-63.0% | $13,398-77.1% |