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 | $87,253 | $106,749-18.3% | $145,433-40.0% | $82,448+5.8% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 19.58% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $4,719 | $3,444+37.0% | $4,554+3.6% | $2,551+85.0% |
| Participant deferral / active EE | $9,540 | $6,519+46.4% | $7,897+20.8% | $4,139+130.5% |
| Admin fee / account holder | $3,603 | $8,390-57.1% | $13,129-72.6% | $7,234-50.2% |