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 | $67,605 | $112,729-40.0% | $98,716-31.5% | $137,256-50.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 13.00% | 38.48%-25.5pp | 31.81%-18.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,326 | $2,725-51.4% | $2,279-41.8% | $4,156-68.1% |
| Participant deferral / active EE | $1,745 | $4,640-62.4% | $4,048-56.9% | $6,407-72.8% |
| Admin fee / account holder | $36,942 | $10,129+264.7% | $8,703+324.5% | $12,270+201.1% |