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 | $69,410 | $86,922-20.1% | $102,438-32.2% | $80,874-14.2% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.6pp |
| Annual return | 19.28% | 18.90%+0.4pp | 29.37%-10.1pp | 35.62%-16.3pp |
| Employer contribution / active EE | $720 | $2,369-69.6% | $3,024-76.2% | $2,756-73.9% |
| Participant deferral / active EE | $5,507 | $4,119+33.7% | $5,054+9.0% | $4,297+28.2% |
| Admin fee / account holder | $1,763 | $8,050-78.1% | $9,448-81.3% | $6,935-74.6% |