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 3-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 | $98,815 | $89,698+10.2% | $103,464-4.5% | $80,874+22.2% |
| Participation rate | 93.3% | 76.0%+17.4pp | 80.5%+12.8pp | 67.6%+25.7pp |
| Annual return | 15.08% | 22.78%-7.7pp | 23.91%-8.8pp | 35.62%-20.5pp |
| Employer contribution / active EE | $4,203 | $4,018+4.6% | $4,677-10.1% | $2,756+52.5% |
| Participant deferral / active EE | $8,385 | $5,456+53.7% | $6,624+26.6% | $4,297+95.1% |
| Admin fee / account holder | $2,976 | $6,768-56.0% | $9,410-68.4% | $6,935-57.1% |