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 | $67,075 | $109,904-39.0% | $97,167-31.0% | $145,959-54.0% |
| Participation rate | 81.3% | 75.9%+5.3pp | 72.7%+8.6pp | 80.3%+1.0pp |
| Annual return | 10.37% | 243.43%-233.1pp | 75.27%-64.9pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,496 | $3,084-51.5% | $2,729-45.2% | $4,661-67.9% |
| Participant deferral / active EE | $2,047 | $4,676-56.2% | $4,264-52.0% | $6,689-69.4% |
| Admin fee / account holder | $1,849 | $6,216-70.3% | $5,650-67.3% | $13,398-86.2% |