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 9-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 | $132,371 | $106,749+24.0% | $145,433-9.0% | $82,448+60.6% |
| Participation rate | 80.5% | 75.6%+4.8pp | 82.1%-1.6pp | 68.1%+12.4pp |
| Annual return | 20.56% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $5,205 | $3,444+51.1% | $4,554+14.3% | $2,551+104.1% |
| Participant deferral / active EE | $7,759 | $6,519+19.0% | $7,897-1.8% | $4,139+87.4% |
| Admin fee / account holder | $1,690 | $8,390-79.9% | $13,129-87.1% | $7,234-76.6% |