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 | $88,432 | $111,535-20.7% | $105,223-16.0% | $137,256-35.6% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 14.53% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,034 | $3,939-48.4% | $3,689-44.9% | $4,156-51.1% |
| Participant deferral / active EE | $2,687 | $5,500-51.1% | $5,072-47.0% | $6,407-58.1% |
| Admin fee / account holder | $18,414 | $9,721+89.4% | $8,859+107.9% | $12,270+50.1% |