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 | $208,705 | $239,571-12.9% | $183,328+13.8% | $137,256+52.1% |
| Participation rate | 86.7% | 82.4%+4.3pp | 77.3%+9.3pp | 80.0%+6.7pp |
| Annual return | 15.44% | 35.69%-20.2pp | 29.67%-14.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,787 | $6,148-70.9% | $5,055-64.6% | $4,156-57.0% |
| Participant deferral / active EE | $6,048 | $7,995-24.4% | $6,795-11.0% | $6,407-5.6% |
| Admin fee / account holder | $10,680 | $30,059-64.5% | $21,427-50.2% | $12,270-13.0% |