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 | $121,474 | $86,922+39.7% | $102,438+18.6% | $80,874+50.2% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 12.39% | 18.90%-6.5pp | 29.37%-17.0pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,395 | $2,369+1.1% | $3,024-20.8% | $2,756-13.1% |
| Participant deferral / active EE | $7,007 | $4,119+70.1% | $5,054+38.6% | $4,297+63.1% |
| Admin fee / account holder | $46,903 | $8,050+482.7% | $9,448+396.4% | $6,935+576.3% |