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 | $78,776 | $73,787+6.8% | $98,716-20.2% | $82,448-4.5% |
| Participation rate | 91.1% | 61.4%+29.7pp | 69.3%+21.8pp | 68.1%+23.0pp |
| Annual return | 23.27% | 18.57%+4.7pp | 31.81%-8.5pp | 41.64%-18.4pp |
| Employer contribution / active EE | $2,557 | $1,511+69.2% | $2,279+12.2% | $2,551+0.3% |
| Participant deferral / active EE | $10,290 | $3,081+233.9% | $4,048+154.2% | $4,139+148.6% |
| Admin fee / account holder | $3,515 | $6,500-45.9% | $8,703-59.6% | $7,234-51.4% |