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 5-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 | $83,765 | $95,453-12.2% | $112,040-25.2% | $82,448+1.6% |
| Participation rate | 94.7% | 72.8%+22.0pp | 76.5%+18.2pp | 68.1%+26.7pp |
| Annual return | 16.16% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,617 | $2,318+12.9% | $2,954-11.4% | $2,551+2.6% |
| Participant deferral / active EE | $6,510 | $4,224+54.1% | $5,098+27.7% | $4,139+57.3% |
| Admin fee / account holder | $8,787 | $9,013-2.5% | $12,098-27.4% | $7,234+21.5% |