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 | $80,671 | $102,382-21.2% | $147,005-45.1% | $80,874-0.3% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.2%-8.6pp | 67.6%+5.9pp |
| Annual return | 15.87% | 134.89%-119.0pp | 418.76%-402.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $3,065 | $3,715-17.5% | $4,934-37.9% | $2,756+11.2% |
| Participant deferral / active EE | $5,509 | $6,646-17.1% | $8,070-31.7% | $4,297+28.2% |
| Admin fee / account holder | $1,084 | $7,942-86.4% | $13,006-91.7% | $6,935-84.4% |