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 7-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 | $67,230 | $51,638+30.2% | $68,368-1.7% | $82,448-18.5% |
| Participation rate | 84.8% | 63.6%+21.2pp | 73.8%+11.1pp | 68.1%+16.8pp |
| Annual return | 15.23% | 37.53%-22.3pp | 292.57%-277.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,043 | $2,047-0.1% | $2,649-22.9% | $2,551-19.9% |
| Participant deferral / active EE | $3,882 | $2,914+33.2% | $4,123-5.8% | $4,139-6.2% |
| Admin fee / account holder | $1,922 | $4,643-58.6% | $5,150-62.7% | $7,234-73.4% |