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 | $119,963 | $101,763+17.9% | $164,866-27.2% | $80,874+48.3% |
| Participation rate | 76.5% | 71.8%+4.6pp | 78.6%-2.1pp | 67.6%+8.8pp |
| Annual return | 18.00% | 16.73%+1.3pp | 69.97%-52.0pp | 35.62%-17.6pp |
| Employer contribution / active EE | $3,462 | $2,954+17.2% | $4,343-20.3% | $2,756+25.6% |
| Participant deferral / active EE | $5,213 | $4,477+16.5% | $6,033-13.6% | $4,297+21.3% |
| Admin fee / account holder | $866 | $8,228-89.5% | $12,689-93.2% | $6,935-87.5% |