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 | $87,179 | $117,859-26.0% | $102,438-14.9% | $145,959-40.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 12.92% | 31.72%-18.8pp | 29.37%-16.4pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,627 | $3,615-55.0% | $3,024-46.2% | $4,661-65.1% |
| Participant deferral / active EE | $4,582 | $5,732-20.1% | $5,054-9.3% | $6,689-31.5% |
| Admin fee / account holder | $5,326 | $13,318-60.0% | $9,448-43.6% | $13,398-60.2% |