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 | $124,017 | $111,814+10.9% | $93,654+32.4% | $145,959-15.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 20.10% | 203.30%-183.2pp | 133.34%-113.2pp | 561.95%-541.9pp |
| Employer contribution / active EE | $585 | $3,092-81.1% | $2,421-75.8% | $4,661-87.4% |
| Participant deferral / active EE | $5,803 | $4,914+18.1% | $4,413+31.5% | $6,689-13.2% |
| Admin fee / account holder | $8,373 | $10,246-18.3% | $8,282+1.1% | $13,398-37.5% |