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 | $97,261 | $88,672+9.7% | $105,223-7.6% | $82,448+18.0% |
| Participation rate | 83.7% | 67.9%+15.8pp | 75.0%+8.7pp | 68.1%+15.7pp |
| Annual return | 15.46% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,431 | $3,048-53.0% | $3,689-61.2% | $2,551-43.9% |
| Participant deferral / active EE | $4,990 | $4,036+23.6% | $5,072-1.6% | $4,139+20.5% |
| Admin fee / account holder | $9,335 | $7,146+30.6% | $8,859+5.4% | $7,234+29.0% |