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 | $113,731 | $106,749+6.5% | $145,433-21.8% | $82,448+37.9% |
| Participation rate | 87.9% | 75.6%+12.3pp | 82.1%+5.8pp | 68.1%+19.9pp |
| Annual return | 14.29% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,615 | $3,444-24.1% | $4,554-42.6% | $2,551+2.5% |
| Participant deferral / active EE | $8,419 | $6,519+29.1% | $7,897+6.6% | $4,139+103.4% |
| Admin fee / account holder | $30,193 | $8,390+259.9% | $13,129+130.0% | $7,234+317.4% |