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 5-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 | $38,155 | $124,425-69.3% | $112,040-65.9% | $137,256-72.2% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 17.13% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,370 | $3,411-30.5% | $2,954-19.8% | $4,156-43.0% |
| Participant deferral / active EE | $7,444 | $5,718+30.2% | $5,098+46.0% | $6,407+16.2% |
| Admin fee / account holder | $3,741 | $15,207-75.4% | $12,098-69.1% | $12,270-69.5% |