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 | $67,641 | $88,672-23.7% | $105,223-35.7% | $82,448-18.0% |
| Participation rate | 77.5% | 67.9%+9.6pp | 75.0%+2.5pp | 68.1%+9.4pp |
| Annual return | 13.55% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,934 | $3,048-36.5% | $3,689-47.6% | $2,551-24.2% |
| Participant deferral / active EE | $2,066 | $4,036-48.8% | $5,072-59.3% | $4,139-50.1% |
| Admin fee / account holder | $29,173 | $7,146+308.2% | $8,859+229.3% | $7,234+303.3% |