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 | $76,056 | $88,672-14.2% | $105,223-27.7% | $82,448-7.8% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.5pp |
| Annual return | 12.98% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $3,998 | $3,048+31.2% | $3,689+8.4% | $2,551+56.7% |
| Participant deferral / active EE | $3,010 | $4,036-25.4% | $5,072-40.7% | $4,139-27.3% |
| Admin fee / account holder | $2,882 | $7,146-59.7% | $8,859-67.5% | $7,234-60.2% |