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 | $123,186 | $95,453+29.1% | $112,040+9.9% | $82,448+49.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.75% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,862 | $2,318+23.5% | $2,954-3.1% | $2,551+12.2% |
| Participant deferral / active EE | $3,695 | $4,224-12.5% | $5,098-27.5% | $4,139-10.7% |
| Admin fee / account holder | $1,798 | $9,013-80.0% | $12,098-85.1% | $7,234-75.1% |