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 | $76,051 | $124,425-38.9% | $112,040-32.1% | $137,256-44.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 19.87% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,199 | $3,411+23.1% | $2,954+42.2% | $4,156+1.0% |
| Participant deferral / active EE | $11,821 | $5,718+106.7% | $5,098+131.9% | $6,407+84.5% |
| Admin fee / account holder | $2,738 | $15,207-82.0% | $12,098-77.4% | $12,270-77.7% |