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 7-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 | $102,467 | $146,267-29.9% | $197,124-48.0% | $82,448+24.3% |
| Participation rate | 95.5% | 84.0%+11.4pp | 86.7%+8.7pp | 68.1%+27.4pp |
| Annual return | 22.47% | 29.61%-7.1pp | 44.34%-21.9pp | 41.64%-19.2pp |
| Employer contribution / active EE | $4,762 | $4,723+0.8% | $6,227-23.5% | $2,551+86.7% |
| Participant deferral / active EE | $12,033 | $7,035+71.1% | $9,135+31.7% | $4,139+190.7% |
| Admin fee / account holder | $9,370 | $14,422-35.0% | $16,298-42.5% | $7,234+29.5% |