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 | $85,194 | $178,174-52.2% | $156,181-45.5% | $137,256-37.9% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.8%-1.9pp | 80.0%-3.0pp |
| Annual return | 14.22% | 84.19%-70.0pp | 64.87%-50.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,383 | $4,972-32.0% | $4,294-21.2% | $4,156-18.6% |
| Participant deferral / active EE | $5,852 | $6,888-15.0% | $6,132-4.6% | $6,407-8.7% |
| Admin fee / account holder | $45,212 | $17,404+159.8% | $14,586+210.0% | $12,270+268.5% |