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 | $113,878 | $87,037+30.8% | $106,201+7.2% | $80,874+40.8% |
| Participation rate | 72.5% | 70.4%+2.1pp | 75.3%-2.8pp | 67.6%+4.9pp |
| Annual return | 13.29% | 17.05%-3.8pp | 116.26%-103.0pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,468 | $2,396+3.0% | $3,170-22.1% | $2,756-10.4% |
| Participant deferral / active EE | $7,864 | $3,986+97.3% | $5,012+56.9% | $4,297+83.0% |
| Admin fee / account holder | $1,432 | $8,434-83.0% | $11,039-87.0% | $6,935-79.3% |