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 | $80,403 | $95,453-15.8% | $112,040-28.2% | $82,448-2.5% |
| Participation rate | 97.7% | 72.8%+25.0pp | 76.5%+21.2pp | 68.1%+29.7pp |
| Annual return | 18.40% | 23.92%-5.5pp | 24.52%-6.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $6,793 | $2,318+193.1% | $2,954+130.0% | $2,551+166.3% |
| Participant deferral / active EE | $7,643 | $4,224+81.0% | $5,098+49.9% | $4,139+84.7% |
| Admin fee / account holder | $15,507 | $9,013+72.0% | $12,098+28.2% | $7,234+114.3% |