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 | $52,316 | $88,672-41.0% | $105,223-50.3% | $82,448-36.5% |
| Participation rate | 78.0% | 67.9%+10.1pp | 75.0%+3.0pp | 68.1%+9.9pp |
| Annual return | 26.56% | 30.86%-4.3pp | 180.65%-154.1pp | 41.64%-15.1pp |
| Employer contribution / active EE | $1,845 | $3,048-39.5% | $3,689-50.0% | $2,551-27.7% |
| Participant deferral / active EE | $3,935 | $4,036-2.5% | $5,072-22.4% | $4,139-4.9% |
| Admin fee / account holder | $1,538 | $7,146-78.5% | $8,859-82.6% | $7,234-78.7% |