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 | $63,252 | $146,267-56.8% | $197,124-67.9% | $82,448-23.3% |
| Participation rate | 82.8% | 84.0%-1.3pp | 86.7%-4.0pp | 68.1%+14.7pp |
| Annual return | 19.59% | 29.61%-10.0pp | 44.34%-24.8pp | 41.64%-22.0pp |
| Employer contribution / active EE | $4,184 | $4,723-11.4% | $6,227-32.8% | $2,551+64.0% |
| Participant deferral / active EE | $9,998 | $7,035+42.1% | $9,135+9.5% | $4,139+141.6% |
| Admin fee / account holder | $1,602 | $14,422-88.9% | $16,298-90.2% | $7,234-77.9% |