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 | $62,056 | $146,267-57.6% | $197,124-68.5% | $82,448-24.7% |
| Participation rate | 86.2% | 84.0%+2.2pp | 86.7%-0.5pp | 68.1%+18.1pp |
| Annual return | 15.27% | 29.61%-14.3pp | 44.34%-29.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,539 | $4,723-46.2% | $6,227-59.2% | $2,551-0.5% |
| Participant deferral / active EE | $4,760 | $7,035-32.3% | $9,135-47.9% | $4,139+15.0% |
| Admin fee / account holder | $6,728 | $14,422-53.3% | $16,298-58.7% | $7,234-7.0% |