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 | $59,605 | $29,319+103.3% | $52,425+13.7% | $82,448-27.7% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 22.99% | 535.20%-512.2pp | 302.12%-279.1pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,599 | $586+172.7% | $914+74.9% | $2,551-37.3% |
| Participant deferral / active EE | $5,712 | $1,171+387.7% | $1,790+219.0% | $4,139+38.0% |
| Admin fee / account holder | $7,933 | $1,962+304.3% | $2,495+218.0% | $7,234+9.7% |