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 7-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 | $33,918 | $76,407-55.6% | $150,298-77.4% | $82,448-58.9% |
| Participation rate | 93.9% | 66.4%+27.5pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 15.72% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,531 | $2,614+35.1% | $4,154-15.0% | $2,551+38.4% |
| Participant deferral / active EE | $3,241 | $3,214+0.8% | $5,453-40.6% | $4,139-21.7% |
| Admin fee / account holder | $1,534 | $6,352-75.9% | $14,116-89.1% | $7,234-78.8% |