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 9-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 | $96,480 | $95,453+1.1% | $112,040-13.9% | $82,448+17.0% |
| Participation rate | 90.1% | 72.8%+17.4pp | 76.5%+13.6pp | 68.1%+22.1pp |
| Annual return | 17.59% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $4,442 | $2,318+91.6% | $2,954+50.4% | $2,551+74.1% |
| Participant deferral / active EE | $10,849 | $4,224+156.9% | $5,098+112.8% | $4,139+162.1% |
| Admin fee / account holder | $9,367 | $9,013+3.9% | $12,098-22.6% | $7,234+29.5% |