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 | $126,015 | $106,749+18.0% | $145,433-13.4% | $82,448+52.8% |
| Participation rate | 97.8% | 75.6%+22.2pp | 82.1%+15.7pp | 68.1%+29.8pp |
| Annual return | 21.09% | 27.59%-6.5pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $6,394 | $3,444+85.6% | $4,554+40.4% | $2,551+150.6% |
| Participant deferral / active EE | $6,332 | $6,519-2.9% | $7,897-19.8% | $4,139+53.0% |
| Admin fee / account holder | $852 | $8,390-89.8% | $13,129-93.5% | $7,234-88.2% |