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 | $96,793 | $108,825-11.1% | $156,181-38.0% | $82,448+17.4% |
| Participation rate | 87.5% | 72.4%+15.1pp | 78.8%+8.7pp | 68.1%+19.4pp |
| Annual return | 22.34% | 20.59%+1.8pp | 64.87%-42.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $2,795 | $2,870-2.6% | $4,294-34.9% | $2,551+9.6% |
| Participant deferral / active EE | $6,175 | $4,577+34.9% | $6,132+0.7% | $4,139+49.2% |
| Admin fee / account holder | $1,623 | $9,341-82.6% | $14,586-88.9% | $7,234-77.6% |