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 | $86,646 | $88,672-2.3% | $105,223-17.7% | $82,448+5.1% |
| Participation rate | 89.2% | 67.9%+21.3pp | 75.0%+14.1pp | 68.1%+21.1pp |
| Annual return | 18.14% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,309 | $3,048-24.2% | $3,689-37.4% | $2,551-9.5% |
| Participant deferral / active EE | $7,440 | $4,036+84.3% | $5,072+46.7% | $4,139+79.7% |
| Admin fee / account holder | $4,427 | $7,146-38.0% | $8,859-50.0% | $7,234-38.8% |