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 | $81,419 | $86,922-6.3% | $102,438-20.5% | $80,874+0.7% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.3pp | 67.6%+26.1pp |
| Annual return | 12.15% | 18.90%-6.7pp | 29.37%-17.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,957 | $2,369-17.4% | $3,024-35.3% | $2,756-29.0% |
| Participant deferral / active EE | $5,470 | $4,119+32.8% | $5,054+8.2% | $4,297+27.3% |
| Admin fee / account holder | $5,714 | $8,050-29.0% | $9,448-39.5% | $6,935-17.6% |