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 8-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 | $87,268 | $86,922+0.4% | $102,438-14.8% | $80,874+7.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.05% | 18.90%-4.8pp | 29.37%-15.3pp | 35.62%-21.6pp |
| Employer contribution / active EE | $2,263 | $2,369-4.5% | $3,024-25.1% | $2,756-17.9% |
| Participant deferral / active EE | $3,419 | $4,119-17.0% | $5,054-32.3% | $4,297-20.4% |
| Admin fee / account holder | $4,846 | $8,050-39.8% | $9,448-48.7% | $6,935-30.1% |