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 | $74,884 | $65,246+14.8% | $98,716-24.1% | $67,986+10.1% |
| Participation rate | 92.9% | 51.4%+41.4pp | 69.3%+23.6pp | 57.2%+35.6pp |
| Annual return | 16.16% | 20.58%-4.4pp | 31.81%-15.7pp | 31.67%-15.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,397 | $2,594+146.6% | $4,048+58.0% | $3,358+90.5% |
| Admin fee / account holder | $8,161 | $4,561+78.9% | $8,703-6.2% | $3,203+154.8% |