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 | $67,774 | $81,233-16.6% | $155,567-56.4% | $80,874-16.2% |
| Participation rate | 84.2% | 66.2%+18.0pp | 78.2%+6.0pp | 67.6%+16.6pp |
| Annual return | 11.10% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,880 | $3,101-39.4% | $4,674-59.8% | $2,756-31.8% |
| Participant deferral / active EE | $3,624 | $3,452+5.0% | $5,628-35.6% | $4,297-15.7% |
| Admin fee / account holder | $34,986 | $7,998+337.5% | $15,916+119.8% | $6,935+404.5% |