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 | $49,932 | $72,071-30.7% | $68,368-27.0% | $137,256-63.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 16.72% | 353.14%-336.4pp | 292.57%-275.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,828 | $2,788-34.4% | $2,649-31.0% | $4,156-56.0% |
| Participant deferral / active EE | $3,645 | $4,410-17.4% | $4,123-11.6% | $6,407-43.1% |
| Admin fee / account holder | $1,582 | $5,336-70.4% | $5,150-69.3% | $12,270-87.1% |