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 | $111,921 | $77,523+44.4% | $100,383+11.5% | $80,874+38.4% |
| Participation rate | 85.7% | 77.0%+8.8pp | 81.5%+4.2pp | 67.6%+18.1pp |
| Annual return | 15.98% | 37.21%-21.2pp | 49.26%-33.3pp | 35.62%-19.6pp |
| Employer contribution / active EE | $4,367 | $2,801+55.9% | $3,944+10.7% | $2,756+58.5% |
| Participant deferral / active EE | $10,085 | $6,822+47.8% | $8,086+24.7% | $4,297+134.7% |
| Admin fee / account holder | $7,032 | $5,899+19.2% | $7,900-11.0% | $6,935+1.4% |