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 | $101,758 | $146,267-30.4% | $197,124-48.4% | $82,448+23.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 86.7%-11.7pp | 68.1%+6.9pp |
| Annual return | 14.68% | 29.61%-14.9pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,982 | $4,723-58.0% | $6,227-68.2% | $2,551-22.3% |
| Participant deferral / active EE | $3,332 | $7,035-52.6% | $9,135-63.5% | $4,139-19.5% |
| Admin fee / account holder | $4,111 | $14,422-71.5% | $16,298-74.8% | $7,234-43.2% |