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 | $137,419 | $95,453+44.0% | $112,040+22.7% | $82,448+66.7% |
| Participation rate | 72.2% | 72.8%-0.5pp | 76.5%-4.3pp | 68.1%+4.2pp |
| Annual return | 12.55% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,388 | $2,318-40.1% | $2,954-53.0% | $2,551-45.6% |
| Participant deferral / active EE | $3,726 | $4,224-11.8% | $5,098-26.9% | $4,139-10.0% |
| Admin fee / account holder | $12,633 | $9,013+40.2% | $12,098+4.4% | $7,234+74.6% |