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 | $56,306 | $95,453-41.0% | $112,040-49.7% | $82,448-31.7% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.5%+18.1pp | 68.1%+26.5pp |
| Annual return | 12.85% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,454 | $2,318+5.9% | $2,954-16.9% | $2,551-3.8% |
| Participant deferral / active EE | $6,248 | $4,224+47.9% | $5,098+22.6% | $4,139+50.9% |
| Admin fee / account holder | $14,814 | $9,013+64.4% | $12,098+22.4% | $7,234+104.8% |