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 | $82,783 | $150,197-44.9% | $120,368-31.2% | $145,959-43.3% |
| Participation rate | 81.3% | 78.8%+2.5pp | 71.9%+9.3pp | 80.3%+1.0pp |
| Annual return | 10.92% | 154.26%-143.3pp | 107.26%-96.3pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,030 | $4,350-53.3% | $3,465-41.4% | $4,661-56.4% |
| Participant deferral / active EE | $5,737 | $6,174-7.1% | $4,991+14.9% | $6,689-14.2% |
| Admin fee / account holder | $41,533 | $12,216+240.0% | $9,429+340.5% | $13,398+210.0% |