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 | $124,332 | $108,825+14.2% | $156,181-20.4% | $82,448+50.8% |
| Participation rate | 89.6% | 72.4%+17.2pp | 78.8%+10.7pp | 68.1%+21.5pp |
| Annual return | 14.98% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,555 | $2,870+23.9% | $4,294-17.2% | $2,551+39.4% |
| Participant deferral / active EE | $5,792 | $4,577+26.5% | $6,132-5.6% | $4,139+39.9% |
| Admin fee / account holder | $9,273 | $9,341-0.7% | $14,586-36.4% | $7,234+28.2% |