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 | $153,574 | $178,174-13.8% | $156,181-1.7% | $137,256+11.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 16.01% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,613 | $4,972-47.4% | $4,294-39.1% | $4,156-37.1% |
| Participant deferral / active EE | $8,306 | $6,888+20.6% | $6,132+35.4% | $6,407+29.6% |
| Admin fee / account holder | $5,157 | $17,404-70.4% | $14,586-64.6% | $12,270-58.0% |