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 | $39,792 | $47,479-16.2% | $62,929-36.8% | $82,448-51.7% |
| Participation rate | 92.3% | 66.9%+25.4pp | 73.1%+19.2pp | 68.1%+24.2pp |
| Annual return | 13.62% | 20.34%-6.7pp | 1063.93%-1050.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,254 | $1,885+72.6% | $2,505+29.9% | $2,551+27.6% |
| Participant deferral / active EE | $4,005 | $2,870+39.5% | $3,888+3.0% | $4,139-3.3% |
| Admin fee / account holder | $3,795 | $3,804-0.2% | $5,065-25.1% | $7,234-47.5% |