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 5-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 | $139,315 | $146,267-4.8% | $197,124-29.3% | $82,448+69.0% |
| Participation rate | 91.5% | 84.0%+7.5pp | 86.7%+4.8pp | 68.1%+23.5pp |
| Annual return | 15.65% | 29.61%-14.0pp | 44.34%-28.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,299 | $4,723-9.0% | $6,227-31.0% | $2,551+68.5% |
| Participant deferral / active EE | $6,176 | $7,035-12.2% | $9,135-32.4% | $4,139+49.2% |
| Admin fee / account holder | $3,810 | $14,422-73.6% | $16,298-76.6% | $7,234-47.3% |