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 | $118,383 | $108,825+8.8% | $156,181-24.2% | $82,448+43.6% |
| Participation rate | 71.3% | 72.4%-1.1pp | 78.8%-7.6pp | 68.1%+3.2pp |
| Annual return | 16.03% | 20.59%-4.6pp | 64.87%-48.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,611 | $2,870-9.0% | $4,294-39.2% | $2,551+2.4% |
| Participant deferral / active EE | $6,265 | $4,577+36.9% | $6,132+2.2% | $4,139+51.4% |
| Admin fee / account holder | $12,488 | $9,341+33.7% | $14,586-14.4% | $7,234+72.6% |