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 | $59,741 | $81,446-26.6% | $103,374-42.2% | $80,874-26.1% |
| Participation rate | 96.8% | 66.9%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 16.44% | 25.57%-9.1pp | 24.89%-8.4pp | 35.62%-19.2pp |
| Employer contribution / active EE | $8,484 | $3,107+173.1% | $3,869+119.3% | $2,756+207.9% |
| Participant deferral / active EE | $3,950 | $3,870+2.1% | $5,058-21.9% | $4,297-8.1% |
| Admin fee / account holder | $4,680 | $6,715-30.3% | $8,394-44.3% | $6,935-32.5% |