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 | $119,786 | $138,385-13.4% | $184,200-35.0% | $80,874+48.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.15% | 20.02%-6.9pp | 28.80%-15.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $12,742 | $4,849+162.8% | $6,424+98.4% | $2,756+362.4% |
| Participant deferral / active EE | $7,567 | $7,073+7.0% | $9,132-17.1% | $4,297+76.1% |
| Admin fee / account holder | $2,585 | $10,483-75.3% | $13,907-81.4% | $6,935-62.7% |