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 | $99,829 | $101,763-1.9% | $164,866-39.4% | $80,874+23.4% |
| Participation rate | 98.3% | 71.8%+26.5pp | 78.6%+19.7pp | 67.6%+30.6pp |
| Annual return | 11.37% | 16.73%-5.4pp | 69.97%-58.6pp | 35.62%-24.2pp |
| Employer contribution / active EE | $2,248 | $2,954-23.9% | $4,343-48.2% | $2,756-18.4% |
| Participant deferral / active EE | $4,796 | $4,477+7.1% | $6,033-20.5% | $4,297+11.6% |
| Admin fee / account holder | $1,425 | $8,228-82.7% | $12,689-88.8% | $6,935-79.5% |