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 | $98,029 | $95,453+2.7% | $112,040-12.5% | $82,448+18.9% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.5%+15.5pp | 68.1%+23.9pp |
| Annual return | 13.75% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,340 | $2,318-42.2% | $2,954-54.7% | $2,551-47.5% |
| Participant deferral / active EE | $6,808 | $4,224+61.2% | $5,098+33.6% | $4,139+64.5% |
| Admin fee / account holder | $13,191 | $9,013+46.3% | $12,098+9.0% | $7,234+82.3% |