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 | $115,826 | $124,425-6.9% | $112,040+3.4% | $137,256-15.6% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.5%+8.5pp | 80.0%+5.0pp |
| Annual return | 17.40% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,698 | $3,411+8.4% | $2,954+25.2% | $4,156-11.0% |
| Participant deferral / active EE | $5,786 | $5,718+1.2% | $5,098+13.5% | $6,407-9.7% |
| Admin fee / account holder | $5,574 | $15,207-63.3% | $12,098-53.9% | $12,270-54.6% |