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 | $82,771 | $51,638+60.3% | $68,368+21.1% | $82,448+0.4% |
| Participation rate | 77.4% | 63.6%+13.8pp | 73.8%+3.7pp | 68.1%+9.4pp |
| Annual return | 19.62% | 37.53%-17.9pp | 292.57%-273.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,426 | $2,047+18.5% | $2,649-8.4% | $2,551-4.9% |
| Participant deferral / active EE | $8,363 | $2,914+187.1% | $4,123+102.9% | $4,139+102.0% |
| Admin fee / account holder | $4,032 | $4,643-13.2% | $5,150-21.7% | $7,234-44.3% |