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 | $87,629 | $106,749-17.9% | $145,433-39.7% | $82,448+6.3% |
| Participation rate | 84.2% | 75.6%+8.6pp | 82.1%+2.1pp | 68.1%+16.1pp |
| Annual return | 18.81% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $5,346 | $3,444+55.2% | $4,554+17.4% | $2,551+109.6% |
| Participant deferral / active EE | $11,316 | $6,519+73.6% | $7,897+43.3% | $4,139+173.4% |
| Admin fee / account holder | $9,214 | $8,390+9.8% | $13,129-29.8% | $7,234+27.4% |