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 8-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 | $63,875 | $106,749-40.2% | $145,433-56.1% | $82,448-22.5% |
| Participation rate | 95.1% | 75.6%+19.4pp | 82.1%+13.0pp | 68.1%+27.0pp |
| Annual return | 17.54% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,581 | $3,444+4.0% | $4,554-21.4% | $2,551+40.4% |
| Participant deferral / active EE | $6,988 | $6,519+7.2% | $7,897-11.5% | $4,139+68.8% |
| Admin fee / account holder | $9,890 | $8,390+17.9% | $13,129-24.7% | $7,234+36.7% |