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 | $168,555 | $138,385+21.8% | $184,200-8.5% | $80,874+108.4% |
| Participation rate | 81.3% | 83.9%-2.6pp | 86.8%-5.6pp | 67.6%+13.6pp |
| Annual return | 14.70% | 20.02%-5.3pp | 28.80%-14.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $5,743 | $4,849+18.4% | $6,424-10.6% | $2,756+108.4% |
| Participant deferral / active EE | $4,066 | $7,073-42.5% | $9,132-55.5% | $4,297-5.4% |
| Admin fee / account holder | $9,060 | $10,483-13.6% | $13,907-34.9% | $6,935+30.6% |