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 | $70,619 | $51,638+36.8% | $68,368+3.3% | $82,448-14.3% |
| Participation rate | 98.0% | 63.6%+34.4pp | 73.8%+24.2pp | 68.1%+29.9pp |
| Annual return | 16.01% | 37.53%-21.5pp | 292.57%-276.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,467 | $2,047+118.3% | $2,649+68.6% | $2,551+75.1% |
| Participant deferral / active EE | $2,545 | $2,914-12.6% | $4,123-38.3% | $4,139-38.5% |
| Admin fee / account holder | $21,433 | $4,643+361.6% | $5,150+316.2% | $7,234+196.3% |