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 | $89,333 | $95,453-6.4% | $112,040-20.3% | $82,448+8.4% |
| Participation rate | 97.9% | 72.8%+25.2pp | 76.5%+21.4pp | 68.1%+29.8pp |
| Annual return | 15.27% | 23.92%-8.7pp | 24.52%-9.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $860 | $2,318-62.9% | $2,954-70.9% | $2,551-66.3% |
| Participant deferral / active EE | $8,355 | $4,224+97.8% | $5,098+63.9% | $4,139+101.8% |
| Admin fee / account holder | $8,924 | $9,013-1.0% | $12,098-26.2% | $7,234+23.4% |