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 | $175,718 | $146,267+20.1% | $197,124-10.9% | $82,448+113.1% |
| Participation rate | 93.1% | 84.0%+9.1pp | 86.7%+6.4pp | 68.1%+25.0pp |
| Annual return | 16.25% | 29.61%-13.4pp | 44.34%-28.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,839 | $4,723-18.7% | $6,227-38.4% | $2,551+50.5% |
| Participant deferral / active EE | $8,666 | $7,035+23.2% | $9,135-5.1% | $4,139+109.4% |
| Admin fee / account holder | $11,958 | $14,422-17.1% | $16,298-26.6% | $7,234+65.3% |