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 | $52,623 | $106,749-50.7% | $145,433-63.8% | $82,448-36.2% |
| Participation rate | 84.2% | 75.6%+8.6pp | 82.1%+2.1pp | 68.1%+16.1pp |
| Annual return | 19.20% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $3,633 | $3,444+5.5% | $4,554-20.2% | $2,551+42.4% |
| Participant deferral / active EE | $9,275 | $6,519+42.3% | $7,897+17.4% | $4,139+124.1% |
| Admin fee / account holder | $7,160 | $8,390-14.7% | $13,129-45.5% | $7,234-1.0% |