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 | $91,891 | $124,425-26.1% | $112,040-18.0% | $137,256-33.1% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 19.68% | 24.72%-5.0pp | 24.52%-4.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,478 | $3,411+31.3% | $2,954+51.6% | $4,156+7.7% |
| Participant deferral / active EE | $5,765 | $5,718+0.8% | $5,098+13.1% | $6,407-10.0% |
| Admin fee / account holder | $2,665 | $15,207-82.5% | $12,098-78.0% | $12,270-78.3% |