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 | $239,981 | $108,912+120.3% | $100,383+139.1% | $145,959+64.4% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 15.24% | 57.96%-42.7pp | 49.26%-34.0pp | 561.95%-546.7pp |
| Employer contribution / active EE | $3,409 | $4,423-22.9% | $3,944-13.5% | $4,661-26.8% |
| Participant deferral / active EE | $6,208 | $8,451-26.5% | $8,086-23.2% | $6,689-7.2% |
| Admin fee / account holder | $642 | $9,690-93.4% | $7,900-91.9% | $13,398-95.2% |