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 | $66,842 | $106,749-37.4% | $145,433-54.0% | $82,448-18.9% |
| Participation rate | 82.1% | 75.6%+6.5pp | 82.1%0pp | 68.1%+14.1pp |
| Annual return | 16.20% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,604 | $3,444+33.7% | $4,554+1.1% | $2,551+80.5% |
| Participant deferral / active EE | $9,958 | $6,519+52.8% | $7,897+26.1% | $4,139+140.6% |
| Admin fee / account holder | $6,695 | $8,390-20.2% | $13,129-49.0% | $7,234-7.5% |