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 | $69,182 | $95,453-27.5% | $112,040-38.3% | $82,448-16.1% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 15.57% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $692 | $2,318-70.2% | $2,954-76.6% | $2,551-72.9% |
| Participant deferral / active EE | $4,418 | $4,224+4.6% | $5,098-13.3% | $4,139+6.7% |
| Admin fee / account holder | $11,231 | $9,013+24.6% | $12,098-7.2% | $7,234+55.3% |