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 | $166,004 | $124,425+33.4% | $112,040+48.2% | $137,256+20.9% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.5%+17.6pp | 80.0%+14.2pp |
| Annual return | 15.54% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,043 | $3,411-10.8% | $2,954+3.0% | $4,156-26.8% |
| Participant deferral / active EE | $5,710 | $5,718-0.2% | $5,098+12.0% | $6,407-10.9% |
| Admin fee / account holder | $13,065 | $15,207-14.1% | $12,098+8.0% | $12,270+6.5% |