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 9-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 | $74,533 | $88,360-15.6% | $145,433-48.8% | $67,986+9.6% |
| Participation rate | 81.3% | 65.5%+15.9pp | 82.1%-0.8pp | 57.2%+24.1pp |
| Annual return | 30.99% | 63.15%-32.2pp | 66.58%-35.6pp | 31.67%-0.7pp |
| Employer contribution / active EE | $3,583 | $3,054+17.3% | $4,554-21.3% | $2,019+77.5% |
| Participant deferral / active EE | $8,357 | $5,932+40.9% | $7,897+5.8% | $3,358+148.9% |
| Admin fee / account holder | $1,586 | $3,313-52.1% | $13,129-87.9% | $3,203-50.5% |