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 | $71,108 | $108,825-34.7% | $156,181-54.5% | $82,448-13.8% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 21.03% | 20.59%+0.4pp | 64.87%-43.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,467 | $2,870-14.0% | $4,294-42.5% | $2,551-3.3% |
| Participant deferral / active EE | $7,490 | $4,577+63.6% | $6,132+22.1% | $4,139+81.0% |
| Admin fee / account holder | $2,337 | $9,341-75.0% | $14,586-84.0% | $7,234-67.7% |