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 9-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 | $165,056 | $111,535+48.0% | $105,223+56.9% | $137,256+20.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 13.97% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,389 | $3,939-39.3% | $3,689-35.2% | $4,156-42.5% |
| Participant deferral / active EE | $4,294 | $5,500-21.9% | $5,072-15.3% | $6,407-33.0% |
| Admin fee / account holder | $9,247 | $9,721-4.9% | $8,859+4.4% | $12,270-24.6% |