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 | $110,482 | $146,267-24.5% | $197,124-44.0% | $82,448+34.0% |
| Participation rate | 92.3% | 84.0%+8.3pp | 86.7%+5.6pp | 68.1%+24.2pp |
| Annual return | 14.14% | 29.61%-15.5pp | 44.34%-30.2pp | 41.64%-27.5pp |
| Employer contribution / active EE | $3,175 | $4,723-32.8% | $6,227-49.0% | $2,551+24.5% |
| Participant deferral / active EE | $7,230 | $7,035+2.8% | $9,135-20.8% | $4,139+74.7% |
| Admin fee / account holder | $8,923 | $14,422-38.1% | $16,298-45.2% | $7,234+23.3% |