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 | $113,025 | $73,787+53.2% | $98,716+14.5% | $82,448+37.1% |
| Participation rate | 72.4% | 61.4%+11.0pp | 69.3%+3.1pp | 68.1%+4.3pp |
| Annual return | 17.80% | 18.57%-0.8pp | 31.81%-14.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,799 | $1,511+19.0% | $2,279-21.0% | $2,551-29.5% |
| Participant deferral / active EE | $3,123 | $3,081+1.3% | $4,048-22.8% | $4,139-24.6% |
| Admin fee / account holder | $2,504 | $6,500-61.5% | $8,703-71.2% | $7,234-65.4% |