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 | $163,876 | $146,267+12.0% | $197,124-16.9% | $82,448+98.8% |
| Participation rate | 80.6% | 84.0%-3.5pp | 86.7%-6.2pp | 68.1%+12.5pp |
| Annual return | 21.52% | 29.61%-8.1pp | 44.34%-22.8pp | 41.64%-20.1pp |
| Employer contribution / active EE | $5,281 | $4,723+11.8% | $6,227-15.2% | $2,551+107.0% |
| Participant deferral / active EE | $16,242 | $7,035+130.9% | $9,135+77.8% | $4,139+292.4% |
| Admin fee / account holder | $121,482 | $14,422+742.3% | $16,298+645.4% | $7,234+1579.2% |