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 | $113,827 | $64,517+76.4% | $81,438+39.8% | $80,874+40.7% |
| Participation rate | 76.9% | 63.9%+13.0pp | 69.5%+7.4pp | 67.6%+9.3pp |
| Annual return | 16.68% | 16.35%+0.3pp | 24.74%-8.1pp | 35.62%-18.9pp |
| Employer contribution / active EE | $6,305 | $1,982+218.1% | $2,460+156.2% | $2,756+128.8% |
| Participant deferral / active EE | $7,920 | $3,096+155.8% | $3,883+104.0% | $4,297+84.3% |
| Admin fee / account holder | $2,114 | $5,677-62.8% | $5,764-63.3% | $6,935-69.5% |