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 | $75,726 | $210,343-64.0% | $153,432-50.6% | $145,959-48.1% |
| Participation rate | 73.3% | 82.1%-8.8pp | 77.1%-3.7pp | 80.3%-7.0pp |
| Annual return | 9.95% | 13.38%-3.4pp | 15.66%-5.7pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,092 | $6,047-65.4% | $5,038-58.5% | $4,661-55.1% |
| Participant deferral / active EE | $3,725 | $7,977-53.3% | $6,757-44.9% | $6,689-44.3% |
| Admin fee / account holder | $2,460 | $19,424-87.3% | $12,725-80.7% | $13,398-81.6% |