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 | $69,377 | $88,672-21.8% | $105,223-34.1% | $82,448-15.9% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 14.17% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,502 | $3,048-50.7% | $3,689-59.3% | $2,551-41.1% |
| Participant deferral / active EE | $4,302 | $4,036+6.6% | $5,072-15.2% | $4,139+3.9% |
| Admin fee / account holder | $1,613 | $7,146-77.4% | $8,859-81.8% | $7,234-77.7% |