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 | $102,312 | $78,520+30.3% | $96,576+5.9% | $82,448+24.1% |
| Participation rate | 80.0% | 77.7%+2.3pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 17.47% | 41.30%-23.8pp | 38.47%-21.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,772 | $2,630-32.6% | $3,553-50.1% | $2,551-30.6% |
| Participant deferral / active EE | $12,862 | $6,754+90.4% | $7,956+61.7% | $4,139+210.7% |
| Admin fee / account holder | $16,388 | $13,455+21.8% | $11,381+44.0% | $7,234+126.5% |