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 | $62,921 | $106,749-41.1% | $145,433-56.7% | $82,448-23.7% |
| Participation rate | 70.4% | 75.6%-5.3pp | 82.1%-11.7pp | 68.1%+2.3pp |
| Annual return | 14.78% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,820 | $3,444-18.1% | $4,554-38.1% | $2,551+10.5% |
| Participant deferral / active EE | $5,851 | $6,519-10.2% | $7,897-25.9% | $4,139+41.3% |
| Admin fee / account holder | $19,715 | $8,390+135.0% | $13,129+50.2% | $7,234+172.5% |