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 | $115,899 | $94,031+23.3% | $115,768+0.1% | $82,448+40.6% |
| Participation rate | 93.3% | 70.4%+22.9pp | 74.4%+18.9pp | 68.1%+25.3pp |
| Annual return | 13.50% | 20.61%-7.1pp | 100.46%-87.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $4,858 | $2,323+109.1% | $2,940+65.3% | $2,551+90.5% |
| Participant deferral / active EE | $9,181 | $3,972+131.2% | $4,917+86.7% | $4,139+121.8% |
| Admin fee / account holder | $2,697 | $10,249-73.7% | $12,439-78.3% | $7,234-62.7% |