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 | $89,243 | $65,246+36.8% | $98,716-9.6% | $67,986+31.3% |
| Participation rate | 82.4% | 51.4%+31.0pp | 69.3%+13.1pp | 57.2%+25.2pp |
| Annual return | 17.46% | 20.58%-3.1pp | 31.81%-14.3pp | 31.67%-14.2pp |
| Employer contribution / active EE | $1,801 | $1,042+72.8% | $2,279-21.0% | $2,019-10.8% |
| Participant deferral / active EE | $5,182 | $2,594+99.8% | $4,048+28.0% | $3,358+54.3% |
| Admin fee / account holder | $16,721 | $4,561+266.6% | $8,703+92.1% | $3,203+422.0% |