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 | $88,131 | $95,453-7.7% | $112,040-21.3% | $82,448+6.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.88% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,413 | $2,318-39.0% | $2,954-52.2% | $2,551-44.6% |
| Participant deferral / active EE | $4,894 | $4,224+15.9% | $5,098-4.0% | $4,139+18.2% |
| Admin fee / account holder | $9,381 | $9,013+4.1% | $12,098-22.5% | $7,234+29.7% |