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 | $112,945 | $76,407+47.8% | $150,298-24.9% | $82,448+37.0% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 15.67% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,263 | $2,614-51.7% | $4,154-69.6% | $2,551-50.5% |
| Participant deferral / active EE | $3,482 | $3,214+8.3% | $5,453-36.1% | $4,139-15.9% |
| Admin fee / account holder | $9,257 | $6,352+45.7% | $14,116-34.4% | $7,234+28.0% |