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 | $82,010 | $124,425-34.1% | $112,040-26.8% | $137,256-40.3% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 13.77% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,420 | $3,411+0.2% | $2,954+15.8% | $4,156-17.7% |
| Participant deferral / active EE | $2,538 | $5,718-55.6% | $5,098-50.2% | $6,407-60.4% |
| Admin fee / account holder | $675 | $15,207-95.6% | $12,098-94.4% | $12,270-94.5% |