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 5-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 | $78,913 | $95,453-17.3% | $112,040-29.6% | $82,448-4.3% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.5%+20.7pp | 68.1%+29.1pp |
| Annual return | 14.41% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $5,619 | $2,318+142.4% | $2,954+90.2% | $2,551+120.3% |
| Participant deferral / active EE | $16,173 | $4,224+282.9% | $5,098+217.3% | $4,139+290.7% |
| Admin fee / account holder | $13,295 | $9,013+47.5% | $12,098+9.9% | $7,234+83.8% |