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 | $126,101 | $94,031+34.1% | $115,768+8.9% | $82,448+52.9% |
| Participation rate | 71.0% | 70.4%+0.5pp | 74.4%-3.4pp | 68.1%+2.9pp |
| Annual return | 14.50% | 20.61%-6.1pp | 100.46%-86.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $948 | $2,323-59.2% | $2,940-67.8% | $2,551-62.8% |
| Participant deferral / active EE | $5,958 | $3,972+50.0% | $4,917+21.2% | $4,139+43.9% |
| Admin fee / account holder | $5,977 | $10,249-41.7% | $12,439-52.0% | $7,234-17.4% |