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 4-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 | $87,274 | $78,520+11.1% | $96,576-9.6% | $82,448+5.9% |
| Participation rate | 93.3% | 77.7%+15.6pp | 81.4%+11.9pp | 68.1%+25.3pp |
| Annual return | 17.05% | 41.30%-24.2pp | 38.47%-21.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $4,019 | $2,630+52.8% | $3,553+13.1% | $2,551+57.5% |
| Participant deferral / active EE | $13,906 | $6,754+105.9% | $7,956+74.8% | $4,139+236.0% |
| Admin fee / account holder | $1,048 | $13,455-92.2% | $11,381-90.8% | $7,234-85.5% |