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 | $123,326 | $77,523+59.1% | $100,383+22.9% | $80,874+52.5% |
| Participation rate | 98.1% | 77.0%+21.1pp | 81.5%+16.6pp | 67.6%+30.4pp |
| Annual return | 23.27% | 37.21%-13.9pp | 49.26%-26.0pp | 35.62%-12.3pp |
| Employer contribution / active EE | $3,966 | $2,801+41.6% | $3,944+0.6% | $2,756+43.9% |
| Participant deferral / active EE | $4,323 | $6,822-36.6% | $8,086-46.5% | $4,297+0.6% |
| Admin fee / account holder | $3,904 | $5,899-33.8% | $7,900-50.6% | $6,935-43.7% |