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 | $89,948 | $117,859-23.7% | $102,438-12.2% | $145,959-38.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 10.06% | 31.72%-21.7pp | 29.37%-19.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,179 | $3,615-39.7% | $3,024-28.0% | $4,661-53.3% |
| Participant deferral / active EE | $3,198 | $5,732-44.2% | $5,054-36.7% | $6,689-52.2% |
| Admin fee / account holder | $1,404 | $13,318-89.5% | $9,448-85.1% | $13,398-89.5% |