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 | $247,578 | $239,571+3.3% | $183,328+35.0% | $137,256+80.4% |
| Participation rate | 81.8% | 82.4%-0.6pp | 77.3%+4.5pp | 80.0%+1.9pp |
| Annual return | 11.99% | 35.69%-23.7pp | 29.67%-17.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,121 | $6,148-49.2% | $5,055-38.3% | $4,156-24.9% |
| Participant deferral / active EE | $8,287 | $7,995+3.7% | $6,795+22.0% | $6,407+29.3% |
| Admin fee / account holder | $28,911 | $30,059-3.8% | $21,427+34.9% | $12,270+135.6% |