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 | $129,220 | $81,233+59.1% | $155,567-16.9% | $80,874+59.8% |
| Participation rate | 72.2% | 66.2%+6.0pp | 78.2%-6.0pp | 67.6%+4.6pp |
| Annual return | 14.43% | 33.33%-18.9pp | 64.74%-50.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $2,228 | $3,101-28.1% | $4,674-52.3% | $2,756-19.1% |
| Participant deferral / active EE | $3,929 | $3,452+13.8% | $5,628-30.2% | $4,297-8.6% |
| Admin fee / account holder | $6,458 | $7,998-19.3% | $15,916-59.4% | $6,935-6.9% |