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 | $160,419 | $95,453+68.1% | $112,040+43.2% | $82,448+94.6% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.5%-6.2pp | 68.1%+2.2pp |
| Annual return | 15.04% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,183 | $2,318-5.8% | $2,954-26.1% | $2,551-14.4% |
| Participant deferral / active EE | $3,995 | $4,224-5.4% | $5,098-21.6% | $4,139-3.5% |
| Admin fee / account holder | $1,122 | $9,013-87.6% | $12,098-90.7% | $7,234-84.5% |