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 | $97,455 | $95,453+2.1% | $112,040-13.0% | $82,448+18.2% |
| Participation rate | 74.1% | 72.8%+1.4pp | 76.5%-2.4pp | 68.1%+6.1pp |
| Annual return | 14.52% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $4,667 | $2,318+101.4% | $2,954+58.0% | $2,551+82.9% |
| Participant deferral / active EE | $5,212 | $4,224+23.4% | $5,098+2.2% | $4,139+25.9% |
| Admin fee / account holder | $17,207 | $9,013+90.9% | $12,098+42.2% | $7,234+137.9% |