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 | $134,086 | $95,453+40.5% | $112,040+19.7% | $82,448+62.6% |
| Participation rate | 84.1% | 72.8%+11.4pp | 76.5%+7.6pp | 68.1%+16.1pp |
| Annual return | 20.06% | 23.92%-3.9pp | 24.52%-4.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,872 | $2,318+23.9% | $2,954-2.8% | $2,551+12.6% |
| Participant deferral / active EE | $5,478 | $4,224+29.7% | $5,098+7.5% | $4,139+32.3% |
| Admin fee / account holder | $2,512 | $9,013-72.1% | $12,098-79.2% | $7,234-65.3% |