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 | $47,353 | $95,453-50.4% | $112,040-57.7% | $82,448-42.6% |
| Participation rate | 82.5% | 72.8%+9.7pp | 76.5%+6.0pp | 68.1%+14.4pp |
| Annual return | 12.59% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,316 | $2,318-0.1% | $2,954-21.6% | $2,551-9.2% |
| Participant deferral / active EE | $3,935 | $4,224-6.8% | $5,098-22.8% | $4,139-4.9% |
| Admin fee / account holder | $6,562 | $9,013-27.2% | $12,098-45.8% | $7,234-9.3% |