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 | $120,197 | $106,749+12.6% | $145,433-17.4% | $82,448+45.8% |
| Participation rate | 72.4% | 75.6%-3.2pp | 82.1%-9.7pp | 68.1%+4.3pp |
| Annual return | 16.44% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,474 | $3,444-28.2% | $4,554-45.7% | $2,551-3.0% |
| Participant deferral / active EE | $9,921 | $6,519+52.2% | $7,897+25.6% | $4,139+139.7% |
| Admin fee / account holder | $22,966 | $8,390+173.7% | $13,129+74.9% | $7,234+217.5% |