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 | $24,258 | $76,407-68.3% | $150,298-83.9% | $82,448-70.6% |
| Participation rate | 76.0% | 66.4%+9.6pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 16.69% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,455 | $2,614-44.4% | $4,154-65.0% | $2,551-43.0% |
| Participant deferral / active EE | $3,793 | $3,214+18.0% | $5,453-30.4% | $4,139-8.4% |
| Admin fee / account holder | $8,604 | $6,352+35.5% | $14,116-39.0% | $7,234+18.9% |