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 | $57,058 | $124,425-54.1% | $112,040-49.1% | $137,256-58.4% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 15.86% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,031 | $3,411-40.5% | $2,954-31.2% | $4,156-51.1% |
| Participant deferral / active EE | $6,403 | $5,718+12.0% | $5,098+25.6% | $6,407-0.1% |
| Admin fee / account holder | $6,278 | $15,207-58.7% | $12,098-48.1% | $12,270-48.8% |