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 | $137,639 | $81,233+69.4% | $155,567-11.5% | $80,874+70.2% |
| Participation rate | 86.2% | 66.2%+20.0pp | 78.2%+8.0pp | 67.6%+18.6pp |
| Annual return | 11.70% | 33.33%-21.6pp | 64.74%-53.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $2,337 | $3,101-24.6% | $4,674-50.0% | $2,756-15.2% |
| Participant deferral / active EE | $4,069 | $3,452+17.9% | $5,628-27.7% | $4,297-5.3% |
| Admin fee / account holder | $2,873 | $7,998-64.1% | $15,916-82.0% | $6,935-58.6% |