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 | $36,823 | $88,672-58.5% | $105,223-65.0% | $82,448-55.3% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 19.99% | 30.86%-10.9pp | 180.65%-160.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $2,694 | $3,048-11.6% | $3,689-27.0% | $2,551+5.6% |
| Participant deferral / active EE | $3,337 | $4,036-17.3% | $5,072-34.2% | $4,139-19.4% |
| Admin fee / account holder | $2,298 | $7,146-67.8% | $8,859-74.1% | $7,234-68.2% |