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 | $75,267 | $106,749-29.5% | $145,433-48.2% | $82,448-8.7% |
| Participation rate | 78.8% | 75.6%+3.1pp | 82.1%-3.3pp | 68.1%+10.7pp |
| Annual return | 21.25% | 27.59%-6.3pp | 66.58%-45.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $4,651 | $3,444+35.0% | $4,554+2.1% | $2,551+82.3% |
| Participant deferral / active EE | $8,456 | $6,519+29.7% | $7,897+7.1% | $4,139+104.3% |
| Admin fee / account holder | $6,799 | $8,390-19.0% | $13,129-48.2% | $7,234-6.0% |