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 | $72,561 | $95,453-24.0% | $112,040-35.2% | $82,448-12.0% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 19.74% | 23.92%-4.2pp | 24.52%-4.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,890 | $2,318+24.7% | $2,954-2.2% | $2,551+13.3% |
| Participant deferral / active EE | $6,666 | $4,224+57.8% | $5,098+30.8% | $4,139+61.0% |
| Admin fee / account holder | $9,095 | $9,013+0.9% | $12,098-24.8% | $7,234+25.7% |