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 | $129,341 | $81,233+59.2% | $155,567-16.9% | $80,874+59.9% |
| Participation rate | 97.7% | 66.2%+31.5pp | 78.2%+19.5pp | 67.6%+30.1pp |
| Annual return | 13.11% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,871 | $3,101-7.4% | $4,674-38.6% | $2,756+4.2% |
| Participant deferral / active EE | $5,707 | $3,452+65.3% | $5,628+1.4% | $4,297+32.8% |
| Admin fee / account holder | $428 | $7,998-94.6% | $15,916-97.3% | $6,935-93.8% |