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 | $111,709 | $88,672+26.0% | $105,223+6.2% | $82,448+35.5% |
| Participation rate | 72.9% | 67.9%+5.0pp | 75.0%-2.1pp | 68.1%+4.8pp |
| Annual return | 18.87% | 30.86%-12.0pp | 180.65%-161.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,441 | $3,048-19.9% | $3,689-33.8% | $2,551-4.3% |
| Participant deferral / active EE | $4,874 | $4,036+20.8% | $5,072-3.9% | $4,139+17.7% |
| Admin fee / account holder | $2,583 | $7,146-63.8% | $8,859-70.8% | $7,234-64.3% |