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 | $67,486 | $81,446-17.1% | $103,374-34.7% | $80,874-16.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.70% | 25.57%-13.9pp | 24.89%-13.2pp | 35.62%-23.9pp |
| Employer contribution / active EE | $2,576 | $3,107-17.1% | $3,869-33.4% | $2,756-6.5% |
| Participant deferral / active EE | $4,181 | $3,870+8.0% | $5,058-17.3% | $4,297-2.7% |
| Admin fee / account holder | $14,917 | $6,715+122.1% | $8,394+77.7% | $6,935+115.1% |