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 | $175,922 | $106,749+64.8% | $145,433+21.0% | $82,448+113.4% |
| Participation rate | 78.0% | 75.6%+2.4pp | 82.1%-4.1pp | 68.1%+9.9pp |
| Annual return | 17.36% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $3,405 | $3,444-1.1% | $4,554-25.2% | $2,551+33.5% |
| Participant deferral / active EE | $5,195 | $6,519-20.3% | $7,897-34.2% | $4,139+25.5% |
| Admin fee / account holder | $2,099 | $8,390-75.0% | $13,129-84.0% | $7,234-71.0% |