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 | $162,113 | $106,749+51.9% | $145,433+11.5% | $82,448+96.6% |
| Participation rate | 88.8% | 75.6%+13.1pp | 82.1%+6.6pp | 68.1%+20.7pp |
| Annual return | 15.76% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $4,162 | $3,444+20.8% | $4,554-8.6% | $2,551+63.2% |
| Participant deferral / active EE | $7,868 | $6,519+20.7% | $7,897-0.4% | $4,139+90.1% |
| Admin fee / account holder | $6,291 | $8,390-25.0% | $13,129-52.1% | $7,234-13.0% |