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 | $114,324 | $86,922+31.5% | $102,438+11.6% | $80,874+41.4% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.6%+15.2pp |
| Annual return | 16.23% | 18.90%-2.7pp | 29.37%-13.1pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,137 | $2,369-52.0% | $3,024-62.4% | $2,756-58.7% |
| Participant deferral / active EE | $2,981 | $4,119-27.6% | $5,054-41.0% | $4,297-30.6% |
| Admin fee / account holder | $6,492 | $8,050-19.4% | $9,448-31.3% | $6,935-6.4% |