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 | $64,814 | $94,031-31.1% | $115,768-44.0% | $82,448-21.4% |
| Participation rate | 72.0% | 70.4%+1.6pp | 74.4%-2.4pp | 68.1%+3.9pp |
| Annual return | 16.19% | 20.61%-4.4pp | 100.46%-84.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,338 | $2,323-42.4% | $2,940-54.5% | $2,551-47.6% |
| Participant deferral / active EE | $2,858 | $3,972-28.0% | $4,917-41.9% | $4,139-31.0% |
| Admin fee / account holder | $14,257 | $10,249+39.1% | $12,439+14.6% | $7,234+97.1% |