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 | $73,184 | $132,634-44.8% | $115,768-36.8% | $137,256-46.7% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.4%-3.8pp | 80.0%-9.4pp |
| Annual return | 17.08% | 160.70%-143.6pp | 100.46%-83.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,596 | $3,360-52.5% | $2,940-45.7% | $4,156-61.6% |
| Participant deferral / active EE | $4,375 | $5,619-22.1% | $4,917-11.0% | $6,407-31.7% |
| Admin fee / account holder | $8,238 | $15,028-45.2% | $12,439-33.8% | $12,270-32.9% |