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 | $111,474 | $95,453+16.8% | $112,040-0.5% | $82,448+35.2% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.5%+19.5pp | 68.1%+27.9pp |
| Annual return | 13.04% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,551 | $2,318+10.0% | $2,954-13.7% | $2,5510% |
| Participant deferral / active EE | $8,555 | $4,224+102.5% | $5,098+67.8% | $4,139+106.7% |
| Admin fee / account holder | $14,925 | $9,013+65.6% | $12,098+23.4% | $7,234+106.3% |