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 | $67,490 | $57,590+17.2% | $86,233-21.7% | $82,448-18.1% |
| Participation rate | 72.5% | 57.9%+14.7pp | 69.0%+3.5pp | 68.1%+4.5pp |
| Annual return | 18.91% | 22.41%-3.5pp | 61.39%-42.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $5,590 | $1,655+237.7% | $2,504+123.2% | $2,551+119.1% |
| Participant deferral / active EE | $3,718 | $3,080+20.7% | $4,559-18.4% | $4,139-10.2% |
| Admin fee / account holder | $2,267 | $4,730-52.1% | $8,342-72.8% | $7,234-68.7% |