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 | $130,472 | $81,446+60.2% | $103,374+26.2% | $80,874+61.3% |
| Participation rate | 75.8% | 66.9%+8.9pp | 74.5%+1.2pp | 67.6%+8.1pp |
| Annual return | 12.57% | 25.57%-13.0pp | 24.89%-12.3pp | 35.62%-23.0pp |
| Employer contribution / active EE | $6,157 | $3,107+98.2% | $3,869+59.1% | $2,756+123.4% |
| Participant deferral / active EE | $7,253 | $3,870+87.4% | $5,058+43.4% | $4,297+68.8% |
| Admin fee / account holder | $46,354 | $6,715+590.3% | $8,394+452.2% | $6,935+568.4% |