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 | $87,963 | $76,407+15.1% | $150,298-41.5% | $82,448+6.7% |
| Participation rate | 72.2% | 66.4%+5.8pp | 77.8%-5.5pp | 68.1%+4.2pp |
| Annual return | 15.67% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,543 | $2,614+35.5% | $4,154-14.7% | $2,551+38.9% |
| Participant deferral / active EE | $6,433 | $3,214+100.1% | $5,453+18.0% | $4,139+55.4% |
| Admin fee / account holder | $2,868 | $6,352-54.8% | $14,116-79.7% | $7,234-60.4% |