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 | $137,121 | $58,627+133.9% | $76,735+78.7% | $82,448+66.3% |
| Participation rate | 94.4% | 63.2%+31.2pp | 69.5%+24.9pp | 68.1%+26.4pp |
| Annual return | 17.94% | 39.10%-21.2pp | 29.77%-11.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,519 | $1,729+103.5% | $2,454+43.4% | $2,551+37.9% |
| Participant deferral / active EE | $3,490 | $3,134+11.4% | $4,088-14.6% | $4,139-15.7% |
| Admin fee / account holder | $3,860 | $5,323-27.5% | $7,189-46.3% | $7,234-46.6% |