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 | $168,770 | $108,825+55.1% | $156,181+8.1% | $82,448+104.7% |
| Participation rate | 73.9% | 72.4%+1.5pp | 78.8%-4.9pp | 68.1%+5.8pp |
| Annual return | 15.29% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,557 | $2,870+24.0% | $4,294-17.2% | $2,551+39.5% |
| Participant deferral / active EE | $7,600 | $4,577+66.0% | $6,132+23.9% | $4,139+83.6% |
| Admin fee / account holder | $3,694 | $9,341-60.5% | $14,586-74.7% | $7,234-48.9% |