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 | $119,101 | $106,749+11.6% | $145,433-18.1% | $82,448+44.5% |
| Participation rate | 90.7% | 75.6%+15.1pp | 82.1%+8.6pp | 68.1%+22.7pp |
| Annual return | 17.65% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,545 | $3,444+2.9% | $4,554-22.2% | $2,551+39.0% |
| Participant deferral / active EE | $8,559 | $6,519+31.3% | $7,897+8.4% | $4,139+106.8% |
| Admin fee / account holder | $4,949 | $8,390-41.0% | $13,129-62.3% | $7,234-31.6% |