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 | $100,721 | $108,825-7.4% | $156,181-35.5% | $82,448+22.2% |
| Participation rate | 96.2% | 72.4%+23.8pp | 78.8%+17.3pp | 68.1%+28.1pp |
| Annual return | 14.13% | 20.59%-6.5pp | 64.87%-50.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $3,525 | $2,870+22.8% | $4,294-17.9% | $2,551+38.2% |
| Participant deferral / active EE | $8,747 | $4,577+91.1% | $6,132+42.6% | $4,139+111.3% |
| Admin fee / account holder | $791 | $9,341-91.5% | $14,586-94.6% | $7,234-89.1% |