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 9-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 | $66,387 | $88,360-24.9% | $145,433-54.4% | $67,986-2.4% |
| Participation rate | 92.7% | 65.5%+27.2pp | 82.1%+10.5pp | 57.2%+35.5pp |
| Annual return | 36.58% | 63.15%-26.6pp | 66.58%-30.0pp | 31.67%+4.9pp |
| Employer contribution / active EE | $3,734 | $3,054+22.3% | $4,554-18.0% | $2,019+84.9% |
| Participant deferral / active EE | $8,608 | $5,932+45.1% | $7,897+9.0% | $3,358+156.3% |
| Admin fee / account holder | $3,215 | $3,313-3.0% | $13,129-75.5% | $3,203+0.4% |