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 8-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 | $45,676 | $58,627-22.1% | $76,735-40.5% | $82,448-44.6% |
| Participation rate | 87.0% | 63.2%+23.7pp | 69.5%+17.5pp | 68.1%+18.9pp |
| Annual return | 17.31% | 39.10%-21.8pp | 29.77%-12.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,446 | $1,729-16.4% | $2,454-41.1% | $2,551-43.3% |
| Participant deferral / active EE | $5,826 | $3,134+85.9% | $4,088+42.5% | $4,139+40.8% |
| Admin fee / account holder | $2,419 | $5,323-54.6% | $7,189-66.4% | $7,234-66.6% |