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 | $114,654 | $94,031+21.9% | $115,768-1.0% | $82,448+39.1% |
| Participation rate | 85.9% | 70.4%+15.5pp | 74.4%+11.5pp | 68.1%+17.8pp |
| Annual return | 18.19% | 20.61%-2.4pp | 100.46%-82.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,721 | $2,323-25.9% | $2,940-41.5% | $2,551-32.6% |
| Participant deferral / active EE | $7,007 | $3,972+76.4% | $4,917+42.5% | $4,139+69.3% |
| Admin fee / account holder | $650 | $10,249-93.7% | $12,439-94.8% | $7,234-91.0% |