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 | $60,871 | $100,970-39.7% | $96,576-37.0% | $137,256-55.7% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 18.57% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $5,901 | $3,809+54.9% | $3,553+66.1% | $4,156+42.0% |
| Participant deferral / active EE | $8,843 | $8,286+6.7% | $7,956+11.1% | $6,407+38.0% |
| Admin fee / account holder | $9,687 | $11,312-14.4% | $11,381-14.9% | $12,270-21.1% |