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 | $51,154 | $81,446-37.2% | $103,374-50.5% | $80,874-36.7% |
| Participation rate | 73.5% | 66.9%+6.7pp | 74.5%-1.0pp | 67.6%+5.9pp |
| Annual return | 10.70% | 25.57%-14.9pp | 24.89%-14.2pp | 35.62%-24.9pp |
| Employer contribution / active EE | $2,242 | $3,107-27.8% | $3,869-42.1% | $2,756-18.6% |
| Participant deferral / active EE | $4,491 | $3,870+16.1% | $5,058-11.2% | $4,297+4.5% |
| Admin fee / account holder | $7,409 | $6,715+10.3% | $8,394-11.7% | $6,935+6.8% |