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 | $70,840 | $88,672-20.1% | $105,223-32.7% | $82,448-14.1% |
| Participation rate | 81.6% | 67.9%+13.7pp | 75.0%+6.6pp | 68.1%+13.6pp |
| Annual return | 17.43% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,103 | $3,048+1.8% | $3,689-15.9% | $2,551+21.6% |
| Participant deferral / active EE | $7,219 | $4,036+78.9% | $5,072+42.3% | $4,139+74.4% |
| Admin fee / account holder | $15,468 | $7,146+116.5% | $8,859+74.6% | $7,234+113.8% |