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 | $98,470 | $146,267-32.7% | $197,124-50.0% | $82,448+19.4% |
| Participation rate | 90.7% | 84.0%+6.7pp | 86.7%+4.0pp | 68.1%+22.6pp |
| Annual return | 19.40% | 29.61%-10.2pp | 44.34%-24.9pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,885 | $4,723-17.8% | $6,227-37.6% | $2,551+52.3% |
| Participant deferral / active EE | $9,551 | $7,035+35.8% | $9,135+4.6% | $4,139+130.7% |
| Admin fee / account holder | $4,897 | $14,422-66.0% | $16,298-70.0% | $7,234-32.3% |