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 | $48,344 | $95,453-49.4% | $112,040-56.9% | $82,448-41.4% |
| Participation rate | 81.6% | 72.8%+8.8pp | 76.5%+5.1pp | 68.1%+13.5pp |
| Annual return | 16.55% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,070 | $2,318-53.9% | $2,954-63.8% | $2,551-58.1% |
| Participant deferral / active EE | $3,079 | $4,224-27.1% | $5,098-39.6% | $4,139-25.6% |
| Admin fee / account holder | $3,038 | $9,013-66.3% | $12,098-74.9% | $7,234-58.0% |