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 6-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 | $115,505 | $94,031+22.8% | $115,768-0.2% | $82,448+40.1% |
| Participation rate | 72.1% | 70.4%+1.6pp | 74.4%-2.3pp | 68.1%+4.0pp |
| Annual return | 14.69% | 20.61%-5.9pp | 100.46%-85.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,204 | $2,323-48.2% | $2,940-59.1% | $2,551-52.8% |
| Participant deferral / active EE | $4,251 | $3,972+7.0% | $4,917-13.5% | $4,139+2.7% |
| Admin fee / account holder | $4,404 | $10,249-57.0% | $12,439-64.6% | $7,234-39.1% |