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 | $133,527 | $95,453+39.9% | $112,040+19.2% | $82,448+62.0% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.5%-5.9pp | 68.1%+2.5pp |
| Annual return | 14.59% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,460 | $2,318+49.3% | $2,954+17.1% | $2,551+35.6% |
| Participant deferral / active EE | $4,347 | $4,224+2.9% | $5,098-14.7% | $4,139+5.0% |
| Admin fee / account holder | $11,906 | $9,013+32.1% | $12,098-1.6% | $7,234+64.6% |