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 | $42,710 | $183,592-76.7% | $155,567-72.5% | $145,959-70.7% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 9.37% | 61.24%-51.9pp | 64.74%-55.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,627 | $5,315-50.6% | $4,674-43.8% | $4,661-43.6% |
| Participant deferral / active EE | $3,530 | $6,464-45.4% | $5,628-37.3% | $6,689-47.2% |
| Admin fee / account holder | $13,797 | $19,318-28.6% | $15,916-13.3% | $13,398+3.0% |