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 | $38,534 | $29,319+31.4% | $52,425-26.5% | $82,448-53.3% |
| Participation rate | 70.8% | 46.9%+24.0pp | 55.6%+15.2pp | 68.1%+2.8pp |
| Annual return | 15.36% | 535.20%-519.8pp | 302.12%-286.8pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,350 | $586+130.1% | $914+47.6% | $2,551-47.1% |
| Participant deferral / active EE | $1,723 | $1,171+47.1% | $1,790-3.8% | $4,139-58.4% |
| Admin fee / account holder | $704 | $1,962-64.1% | $2,495-71.8% | $7,234-90.3% |