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 | $68,388 | $78,520-12.9% | $96,576-29.2% | $82,448-17.1% |
| Participation rate | 84.1% | 77.7%+6.4pp | 81.4%+2.7pp | 68.1%+16.1pp |
| Annual return | 15.80% | 41.30%-25.5pp | 38.47%-22.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,757 | $2,630-33.2% | $3,553-50.6% | $2,551-31.1% |
| Participant deferral / active EE | $3,638 | $6,754-46.1% | $7,956-54.3% | $4,139-12.1% |
| Admin fee / account holder | $2,788 | $13,455-79.3% | $11,381-75.5% | $7,234-61.5% |