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 | $39,089 | $51,638-24.3% | $68,368-42.8% | $82,448-52.6% |
| Participation rate | 90.7% | 63.6%+27.1pp | 73.8%+16.9pp | 68.1%+22.6pp |
| Annual return | 16.75% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,359 | $2,047-33.6% | $2,649-48.7% | $2,551-46.7% |
| Participant deferral / active EE | $3,140 | $2,914+7.8% | $4,123-23.8% | $4,139-24.1% |
| Admin fee / account holder | $1,025 | $4,643-77.9% | $5,150-80.1% | $7,234-85.8% |