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 8-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 | $103,162 | $95,453+8.1% | $112,040-7.9% | $82,448+25.1% |
| Participation rate | 92.2% | 72.8%+19.4pp | 76.5%+15.7pp | 68.1%+24.1pp |
| Annual return | 17.19% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,910 | $2,318+25.5% | $2,954-1.5% | $2,551+14.1% |
| Participant deferral / active EE | $4,904 | $4,224+16.1% | $5,098-3.8% | $4,139+18.5% |
| Admin fee / account holder | $1,695 | $9,013-81.2% | $12,098-86.0% | $7,234-76.6% |