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 | $83,269 | $108,825-23.5% | $156,181-46.7% | $82,448+1.0% |
| Participation rate | 93.3% | 72.4%+21.0pp | 78.8%+14.5pp | 68.1%+25.3pp |
| Annual return | 14.96% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,237 | $2,870+12.8% | $4,294-24.6% | $2,551+26.9% |
| Participant deferral / active EE | $8,079 | $4,577+76.5% | $6,132+31.7% | $4,139+95.2% |
| Admin fee / account holder | $32,979 | $9,341+253.1% | $14,586+126.1% | $7,234+355.9% |