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 | $44,432 | $81,446-45.4% | $103,374-57.0% | $80,874-45.1% |
| Participation rate | 84.4% | 66.9%+17.5pp | 74.5%+9.9pp | 67.6%+16.7pp |
| Annual return | 16.25% | 25.57%-9.3pp | 24.89%-8.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $7,495 | $3,107+141.2% | $3,869+93.7% | $2,756+172.0% |
| Participant deferral / active EE | $7,375 | $3,870+90.6% | $5,058+45.8% | $4,297+71.6% |
| Admin fee / account holder | $7,681 | $6,715+14.4% | $8,394-8.5% | $6,935+10.8% |