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 | $184,459 | $146,267+26.1% | $197,124-6.4% | $82,448+123.7% |
| Participation rate | 98.6% | 84.0%+14.6pp | 86.7%+11.9pp | 68.1%+30.5pp |
| Annual return | 16.92% | 29.61%-12.7pp | 44.34%-27.4pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,817 | $4,723+2.0% | $6,227-22.6% | $2,551+88.8% |
| Participant deferral / active EE | $13,430 | $7,035+90.9% | $9,135+47.0% | $4,139+224.5% |
| Admin fee / account holder | $9,692 | $14,422-32.8% | $16,298-40.5% | $7,234+34.0% |