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 | $69,840 | $124,425-43.9% | $112,040-37.7% | $137,256-49.1% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.5%+10.5pp | 80.0%+7.0pp |
| Annual return | 19.86% | 24.72%-4.9pp | 24.52%-4.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,327 | $3,411-2.5% | $2,954+12.6% | $4,156-19.9% |
| Participant deferral / active EE | $4,764 | $5,718-16.7% | $5,098-6.6% | $6,407-25.6% |
| Admin fee / account holder | $2,182 | $15,207-85.7% | $12,098-82.0% | $12,270-82.2% |