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 | $83,262 | $59,402+40.2% | $93,654-11.1% | $74,546+11.7% |
| Participation rate | 71.5% | 59.7%+11.9pp | 68.7%+2.8pp | 67.2%+4.3pp |
| Annual return | 20.96% | 81.86%-60.9pp | 133.34%-112.4pp | 1366.03%-1345.1pp |
| Employer contribution / active EE | $764 | $1,265-39.6% | $2,421-68.4% | $2,624-70.9% |
| Participant deferral / active EE | $4,429 | $3,049+45.3% | $4,413+0.4% | $4,347+1.9% |
| Admin fee / account holder | $6,154 | $3,023+103.6% | $8,282-25.7% | $1,944+216.6% |