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 | $132,567 | $95,453+38.9% | $112,040+18.3% | $82,448+60.8% |
| Participation rate | 87.6% | 72.8%+14.9pp | 76.5%+11.1pp | 68.1%+19.6pp |
| Annual return | 14.40% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,853 | $2,318-20.0% | $2,954-37.3% | $2,551-27.3% |
| Participant deferral / active EE | $6,046 | $4,224+43.1% | $5,098+18.6% | $4,139+46.1% |
| Admin fee / account holder | $5,553 | $9,013-38.4% | $12,098-54.1% | $7,234-23.2% |