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 7-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 | $111,564 | $138,385-19.4% | $184,200-39.4% | $80,874+37.9% |
| Participation rate | 88.2% | 83.9%+4.4pp | 86.8%+1.4pp | 67.6%+20.6pp |
| Annual return | 16.00% | 20.02%-4.0pp | 28.80%-12.8pp | 35.62%-19.6pp |
| Employer contribution / active EE | $5,923 | $4,849+22.1% | $6,424-7.8% | $2,756+114.9% |
| Participant deferral / active EE | $12,249 | $7,073+73.2% | $9,132+34.1% | $4,297+185.1% |
| Admin fee / account holder | $1,473 | $10,483-85.9% | $13,907-89.4% | $6,935-78.8% |