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 | $82,974 | $146,267-43.3% | $197,124-57.9% | $82,448+0.6% |
| Participation rate | 81.5% | 84.0%-2.5pp | 86.7%-5.2pp | 68.1%+13.4pp |
| Annual return | 13.83% | 29.61%-15.8pp | 44.34%-30.5pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,721 | $4,723-63.6% | $6,227-72.4% | $2,551-32.5% |
| Participant deferral / active EE | $4,621 | $7,035-34.3% | $9,135-49.4% | $4,139+11.6% |
| Admin fee / account holder | $1,916 | $14,422-86.7% | $16,298-88.2% | $7,234-73.5% |