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 | $63,584 | $56,060+13.4% | $76,002-16.3% | $80,874-21.4% |
| Participation rate | 85.7% | 62.0%+23.7pp | 69.1%+16.6pp | 67.6%+18.1pp |
| Annual return | 11.52% | 20.54%-9.0pp | 360.07%-348.5pp | 35.62%-24.1pp |
| Employer contribution / active EE | $2,291 | $1,873+22.3% | $2,688-14.8% | $2,756-16.9% |
| Participant deferral / active EE | $5,233 | $3,051+71.5% | $4,257+22.9% | $4,297+21.8% |
| Admin fee / account holder | $1,411 | $5,237-73.1% | $6,414-78.0% | $6,935-79.6% |