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 | $175,726 | $106,749+64.6% | $145,433+20.8% | $82,448+113.1% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 19.31% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $5,131 | $3,444+49.0% | $4,554+12.7% | $2,551+101.2% |
| Participant deferral / active EE | $6,481 | $6,519-0.6% | $7,897-17.9% | $4,139+56.6% |
| Admin fee / account holder | $1,734 | $8,390-79.3% | $13,129-86.8% | $7,234-76.0% |