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 | $55,618 | $102,382-45.7% | $147,005-62.2% | $80,874-31.2% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 14.31% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $2,365 | $3,715-36.3% | $4,934-52.1% | $2,756-14.2% |
| Participant deferral / active EE | $5,785 | $6,646-13.0% | $8,070-28.3% | $4,297+34.6% |
| Admin fee / account holder | $4,354 | $7,942-45.2% | $13,006-66.5% | $6,935-37.2% |