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 | $45,354 | $117,859-61.5% | $102,438-55.7% | $145,959-68.9% |
| Participation rate | 77.3% | 78.6%-1.3pp | 76.5%+0.8pp | 80.3%-3.0pp |
| Annual return | 20.72% | 31.72%-11.0pp | 29.37%-8.7pp | 561.95%-541.2pp |
| Employer contribution / active EE | $1,051 | $3,615-70.9% | $3,024-65.2% | $4,661-77.4% |
| Participant deferral / active EE | $2,118 | $5,732-63.1% | $5,054-58.1% | $6,689-68.3% |
| Admin fee / account holder | $3,082 | $13,318-76.9% | $9,448-67.4% | $13,398-77.0% |