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 | $91,118 | $116,462-21.8% | $157,143-42.0% | $116,462-21.8% |
| Participation rate | 85.7% | 74.7%+11.0pp | 84.9%+0.8pp | 74.7%+11.0pp |
| Annual return | 19.36% | 15.65%+3.7pp | -5.74%+25.1pp | 15.65%+3.7pp |
| Employer contribution / active EE | $3,862 | $3,231+19.5% | $4,066-5.0% | $3,231+19.5% |
| Participant deferral / active EE | $6,652 | $3,836+73.4% | $3,906+70.3% | $3,836+73.4% |
| Admin fee / account holder | $13,019 | $12,754+2.1% | $15,459-15.8% | $12,754+2.1% |