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 | $202,365 | $172,111+17.6% | $150,298+34.6% | $137,256+47.4% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 15.53% | 69.37%-53.8pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,438 | $4,636-47.4% | $4,154-41.3% | $4,156-41.3% |
| Participant deferral / active EE | $8,412 | $6,166+36.4% | $5,453+54.3% | $6,407+31.3% |
| Admin fee / account holder | $2,937 | $16,471-82.2% | $14,116-79.2% | $12,270-76.1% |