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 | $82,996 | $88,360-6.1% | $145,433-42.9% | $67,986+22.1% |
| Participation rate | 80.6% | 65.5%+15.1pp | 82.1%-1.5pp | 57.2%+23.4pp |
| Annual return | 19.07% | 63.15%-44.1pp | 66.58%-47.5pp | 31.67%-12.6pp |
| Employer contribution / active EE | $2,568 | $3,054-15.9% | $4,554-43.6% | $2,019+27.2% |
| Participant deferral / active EE | $5,298 | $5,932-10.7% | $7,897-32.9% | $3,358+57.8% |
| Admin fee / account holder | $10,503 | $3,313+217.0% | $13,129-20.0% | $3,203+227.9% |