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 6-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 | $110,358 | $77,523+42.4% | $100,383+9.9% | $80,874+36.5% |
| Participation rate | 81.5% | 77.0%+4.5pp | 81.5%0pp | 67.6%+13.8pp |
| Annual return | 16.66% | 37.21%-20.5pp | 49.26%-32.6pp | 35.62%-19.0pp |
| Employer contribution / active EE | $1,042 | $2,801-62.8% | $3,944-73.6% | $2,756-62.2% |
| Participant deferral / active EE | $10,824 | $6,822+58.7% | $8,086+33.9% | $4,297+151.9% |
| Admin fee / account holder | $6,587 | $5,899+11.7% | $7,900-16.6% | $6,935-5.0% |