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 | $136,599 | $108,825+25.5% | $156,181-12.5% | $82,448+65.7% |
| Participation rate | 98.9% | 72.4%+26.5pp | 78.8%+20.1pp | 68.1%+30.8pp |
| Annual return | 18.27% | 20.59%-2.3pp | 64.87%-46.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,294 | $2,870-20.1% | $4,294-46.6% | $2,551-10.1% |
| Participant deferral / active EE | $5,208 | $4,577+13.8% | $6,132-15.1% | $4,139+25.8% |
| Admin fee / account holder | $6,336 | $9,341-32.2% | $14,586-56.6% | $7,234-12.4% |