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 | $66,208 | $57,057+16.0% | $85,009-22.1% | $80,874-18.1% |
| Participation rate | 87.0% | 56.4%+30.6pp | 67.5%+19.4pp | 67.6%+19.3pp |
| Annual return | 12.11% | 21.66%-9.5pp | 66.47%-54.4pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,598 | $1,799+44.4% | $2,728-4.8% | $2,756-5.7% |
| Participant deferral / active EE | $6,756 | $3,112+117.1% | $4,522+49.4% | $4,297+57.2% |
| Admin fee / account holder | $6,899 | $4,986+38.4% | $6,153+12.1% | $6,935-0.5% |