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 | $83,938 | $95,453-12.1% | $112,040-25.1% | $82,448+1.8% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 12.49% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $963 | $2,318-58.5% | $2,954-67.4% | $2,551-62.3% |
| Participant deferral / active EE | $4,041 | $4,224-4.3% | $5,098-20.7% | $4,139-2.4% |
| Admin fee / account holder | $5,917 | $9,013-34.4% | $12,098-51.1% | $7,234-18.2% |