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 | $166,112 | $161,352+2.9% | $134,172+23.8% | $137,256+21.0% |
| Participation rate | 91.7% | 78.3%+13.4pp | 72.5%+19.2pp | 80.0%+11.7pp |
| Annual return | 11.51% | 28.72%-17.2pp | 25.30%-13.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,522 | $4,099-14.1% | $3,420+3.0% | $4,156-15.3% |
| Participant deferral / active EE | $12,085 | $5,552+117.7% | $4,690+157.7% | $6,407+88.6% |
| Admin fee / account holder | $6,048 | $15,028-59.8% | $12,016-49.7% | $12,270-50.7% |