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 | $66,635 | $80,812-17.5% | $160,784-58.6% | $82,448-19.2% |
| Participation rate | 79.0% | 66.2%+12.8pp | 77.0%+2.1pp | 68.1%+11.0pp |
| Annual return | 17.99% | 100.59%-82.6pp | 1803.92%-1785.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,527 | $2,174+62.2% | $3,733-5.5% | $2,551+38.2% |
| Participant deferral / active EE | $5,141 | $4,335+18.6% | $6,293-18.3% | $4,139+24.2% |
| Admin fee / account holder | $5,218 | $7,695-32.2% | $9,717-46.3% | $7,234-27.9% |