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 | $71,168 | $94,031-24.3% | $115,768-38.5% | $82,448-13.7% |
| Participation rate | 97.0% | 70.4%+26.6pp | 74.4%+22.6pp | 68.1%+28.9pp |
| Annual return | 18.24% | 20.61%-2.4pp | 100.46%-82.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,681 | $2,323+15.4% | $2,940-8.8% | $2,551+5.1% |
| Participant deferral / active EE | $6,025 | $3,972+51.7% | $4,917+22.5% | $4,139+45.6% |
| Admin fee / account holder | $16,867 | $10,249+64.6% | $12,439+35.6% | $7,234+133.2% |