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 | $113,934 | $97,125+17.3% | $86,233+32.1% | $137,256-17.0% |
| Participation rate | 78.3% | 74.2%+4.1pp | 69.0%+9.2pp | 80.0%-1.7pp |
| Annual return | 13.44% | 74.19%-60.8pp | 61.39%-48.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $523 | $2,841-81.6% | $2,504-79.1% | $4,156-87.4% |
| Participant deferral / active EE | $2,072 | $5,180-60.0% | $4,559-54.5% | $6,407-67.7% |
| Admin fee / account holder | $15,051 | $9,725+54.8% | $8,342+80.4% | $12,270+22.7% |