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 | $126,123 | $112,729+11.9% | $98,716+27.8% | $137,256-8.1% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.3%+3.4pp | 80.0%-7.2pp |
| Annual return | 16.16% | 38.48%-22.3pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,345 | $2,725-50.7% | $2,279-41.0% | $4,156-67.6% |
| Participant deferral / active EE | $4,296 | $4,640-7.4% | $4,048+6.1% | $6,407-32.9% |
| Admin fee / account holder | $5,418 | $10,129-46.5% | $8,703-37.7% | $12,270-55.8% |