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 8-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 | $53,944 | $132,634-59.3% | $115,768-53.4% | $137,256-60.7% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.4%-4.4pp | 80.0%-10.0pp |
| Annual return | 14.83% | 160.70%-145.9pp | 100.46%-85.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,761 | $3,360-47.6% | $2,940-40.1% | $4,156-57.6% |
| Participant deferral / active EE | $4,215 | $5,619-25.0% | $4,917-14.3% | $6,407-34.2% |
| Admin fee / account holder | $1,072 | $15,028-92.9% | $12,439-91.4% | $12,270-91.3% |