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 | $55,656 | $102,245-45.6% | $89,340-37.7% | $137,256-59.5% |
| Participation rate | 90.0% | 74.9%+15.1pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 18.31% | 21.89%-3.6pp | 20.57%-2.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,195 | $2,529-13.2% | $2,231-1.6% | $4,156-47.2% |
| Participant deferral / active EE | $6,548 | $4,436+47.6% | $3,823+71.3% | $6,407+2.2% |
| Admin fee / account holder | $5,711 | $8,085-29.4% | $6,704-14.8% | $12,270-53.5% |