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 | $63,319 | $87,166-27.4% | $76,735-17.5% | $137,256-53.9% |
| Participation rate | 81.8% | 74.4%+7.5pp | 69.5%+12.3pp | 80.0%+1.9pp |
| Annual return | 13.31% | 26.50%-13.2pp | 29.77%-16.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,904 | $2,904-34.5% | $2,454-22.4% | $4,156-54.2% |
| Participant deferral / active EE | $4,355 | $4,726-7.9% | $4,088+6.5% | $6,407-32.0% |
| Admin fee / account holder | $846 | $8,403-89.9% | $7,189-88.2% | $12,270-93.1% |