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 | $62,574 | $209,336-70.1% | $197,124-68.3% | $137,256-54.4% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 25.65% | 48.09%-22.4pp | 44.34%-18.7pp | 220.34%-194.7pp |
| Employer contribution / active EE | $2,357 | $6,591-64.2% | $6,227-62.2% | $4,156-43.3% |
| Participant deferral / active EE | $3,052 | $9,614-68.3% | $9,135-66.6% | $6,407-52.4% |
| Admin fee / account holder | $2,376 | $17,308-86.3% | $16,298-85.4% | $12,270-80.6% |