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 | $66,374 | $101,618-34.7% | $93,063-28.7% | $137,256-51.6% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 15.37% | 223.95%-208.6pp | 34.15%-18.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $854 | $2,707-68.5% | $2,476-65.5% | $4,156-79.5% |
| Participant deferral / active EE | $7,344 | $4,279+71.6% | $3,958+85.6% | $6,407+14.6% |
| Admin fee / account holder | $817 | $6,198-86.8% | $6,033-86.5% | $12,270-93.3% |