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 | $76,036 | $154,228-50.7% | $145,433-47.7% | $137,256-44.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 12.56% | 74.59%-62.0pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $5,575 | $4,804+16.0% | $4,554+22.4% | $4,156+34.1% |
| Participant deferral / active EE | $9,484 | $8,216+15.4% | $7,897+20.1% | $6,407+48.0% |
| Admin fee / account holder | $5,224 | $14,344-63.6% | $13,129-60.2% | $12,270-57.4% |