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 | $70,244 | $67,894+3.5% | $89,340-21.4% | $82,448-14.8% |
| Participation rate | 96.8% | 64.0%+32.8pp | 69.6%+27.3pp | 68.1%+28.8pp |
| Annual return | 12.82% | 19.21%-6.4pp | 20.57%-7.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,465 | $1,828+34.8% | $2,231+10.5% | $2,551-3.4% |
| Participant deferral / active EE | $3,337 | $3,072+8.6% | $3,823-12.7% | $4,139-19.4% |
| Admin fee / account holder | $8,822 | $5,723+54.2% | $6,704+31.6% | $7,234+21.9% |