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 | $87,113 | $154,228-43.5% | $145,433-40.1% | $137,256-36.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 15.25% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $4,004 | $4,804-16.7% | $4,554-12.1% | $4,156-3.7% |
| Participant deferral / active EE | $7,487 | $8,216-8.9% | $7,897-5.2% | $6,407+16.9% |
| Admin fee / account holder | $16,054 | $14,344+11.9% | $13,129+22.3% | $12,270+30.8% |