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 | $59,902 | $106,749-43.9% | $145,433-58.8% | $82,448-27.3% |
| Participation rate | 83.9% | 75.6%+8.2pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 19.66% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,158 | $3,444-66.4% | $4,554-74.6% | $2,551-54.6% |
| Participant deferral / active EE | $11,678 | $6,519+79.2% | $7,897+47.9% | $4,139+182.1% |
| Admin fee / account holder | $10,286 | $8,390+22.6% | $13,129-21.7% | $7,234+42.2% |