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 | $134,544 | $72,071+86.7% | $68,368+96.8% | $137,256-2.0% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 19.12% | 353.14%-334.0pp | 292.57%-273.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $486 | $2,788-82.6% | $2,649-81.7% | $4,156-88.3% |
| Participant deferral / active EE | $2,599 | $4,410-41.1% | $4,123-37.0% | $6,407-59.4% |
| Admin fee / account holder | $2,626 | $5,336-50.8% | $5,150-49.0% | $12,270-78.6% |