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 | $53,085 | $29,667+78.9% | $56,441-5.9% | $80,874-34.4% |
| Participation rate | 72.2% | 41.7%+30.6pp | 52.5%+19.7pp | 67.6%+4.6pp |
| Annual return | 11.61% | 35.22%-23.6pp | 1704.21%-1692.6pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,649 | $669+295.8% | $1,039+155.0% | $2,756-3.9% |
| Participant deferral / active EE | $2,973 | $1,227+142.4% | $1,953+52.3% | $4,297-30.8% |
| Admin fee / account holder | $21,750 | $2,429+795.3% | $2,829+668.8% | $6,935+213.6% |