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 | $63,248 | $58,627+7.9% | $76,735-17.6% | $82,448-23.3% |
| Participation rate | 73.5% | 63.2%+10.3pp | 69.5%+4.0pp | 68.1%+5.5pp |
| Annual return | 13.83% | 39.10%-25.3pp | 29.77%-15.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $374 | $1,729-78.4% | $2,454-84.8% | $2,551-85.4% |
| Participant deferral / active EE | $4,634 | $3,134+47.9% | $4,088+13.4% | $4,139+12.0% |
| Admin fee / account holder | $26,737 | $5,323+402.3% | $7,189+271.9% | $7,234+269.6% |