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 | $87,391 | $117,859-25.9% | $102,438-14.7% | $145,959-40.1% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 8.86% | 31.72%-22.9pp | 29.37%-20.5pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,920 | $3,615-46.9% | $3,024-36.5% | $4,661-58.8% |
| Participant deferral / active EE | $5,357 | $5,732-6.5% | $5,054+6.0% | $6,689-19.9% |
| Admin fee / account holder | $4,070 | $13,318-69.4% | $9,448-56.9% | $13,398-69.6% |