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 | $132,819 | $73,787+80.0% | $98,716+34.5% | $82,448+61.1% |
| Participation rate | 84.8% | 61.4%+23.4pp | 69.3%+15.6pp | 68.1%+16.8pp |
| Annual return | 15.70% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,727 | $1,511+80.5% | $2,279+19.7% | $2,551+6.9% |
| Participant deferral / active EE | $4,024 | $3,081+30.6% | $4,048-0.6% | $4,139-2.8% |
| Admin fee / account holder | $10,341 | $6,500+59.1% | $8,703+18.8% | $7,234+42.9% |