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 | $48,145 | $80,812-40.4% | $160,784-70.1% | $82,448-41.6% |
| Participation rate | 71.0% | 66.2%+4.7pp | 77.0%-6.0pp | 68.1%+2.9pp |
| Annual return | 13.53% | 100.59%-87.1pp | 1803.92%-1790.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $5,992 | $2,174+175.7% | $3,733+60.5% | $2,551+134.9% |
| Participant deferral / active EE | $3,937 | $4,335-9.2% | $6,293-37.4% | $4,139-4.9% |
| Admin fee / account holder | $5,301 | $7,695-31.1% | $9,717-45.4% | $7,234-26.7% |