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 | $75,864 | $80,812-6.1% | $160,784-52.8% | $82,448-8.0% |
| Participation rate | 92.3% | 66.2%+26.1pp | 77.0%+15.4pp | 68.1%+24.2pp |
| Annual return | 14.15% | 100.59%-86.4pp | 1803.92%-1789.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,474 | $2,174+13.8% | $3,733-33.7% | $2,551-3.0% |
| Participant deferral / active EE | $4,673 | $4,335+7.8% | $6,293-25.7% | $4,139+12.9% |
| Admin fee / account holder | $4,869 | $7,695-36.7% | $9,717-49.9% | $7,234-32.7% |