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 | $62,956 | $106,749-41.0% | $145,433-56.7% | $82,448-23.6% |
| Participation rate | 76.2% | 75.6%+0.5pp | 82.1%-5.9pp | 68.1%+8.1pp |
| Annual return | 14.86% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,348 | $3,444-31.8% | $4,554-48.4% | $2,551-7.9% |
| Participant deferral / active EE | $5,280 | $6,519-19.0% | $7,897-33.1% | $4,139+27.6% |
| Admin fee / account holder | $5,449 | $8,390-35.1% | $13,129-58.5% | $7,234-24.7% |