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 | $123,405 | $95,453+29.3% | $112,040+10.1% | $82,448+49.7% |
| Participation rate | 82.2% | 72.8%+9.5pp | 76.5%+5.7pp | 68.1%+14.2pp |
| Annual return | 12.71% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,332 | $2,318+0.6% | $2,954-21.0% | $2,551-8.6% |
| Participant deferral / active EE | $6,366 | $4,224+50.7% | $5,098+24.9% | $4,139+53.8% |
| Admin fee / account holder | $33,222 | $9,013+268.6% | $12,098+174.6% | $7,234+359.2% |