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 | $92,311 | $76,407+20.8% | $150,298-38.6% | $82,448+12.0% |
| Participation rate | 87.2% | 66.4%+20.8pp | 77.8%+9.4pp | 68.1%+19.1pp |
| Annual return | 14.25% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,331 | $2,614+27.4% | $4,154-19.8% | $2,551+30.6% |
| Participant deferral / active EE | $7,967 | $3,214+147.9% | $5,453+46.1% | $4,139+92.5% |
| Admin fee / account holder | $15,077 | $6,352+137.4% | $14,116+6.8% | $7,234+108.4% |