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 | $52,005 | $86,922-40.2% | $102,438-49.2% | $80,874-35.7% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.6%+8.2pp |
| Annual return | 11.31% | 18.90%-7.6pp | 29.37%-18.1pp | 35.62%-24.3pp |
| Employer contribution / active EE | $2,216 | $2,369-6.5% | $3,024-26.7% | $2,756-19.6% |
| Participant deferral / active EE | $3,984 | $4,119-3.3% | $5,054-21.2% | $4,297-7.3% |
| Admin fee / account holder | $11,161 | $8,050+38.7% | $9,448+18.1% | $6,935+60.9% |