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 | $39,688 | $63,703-37.7% | $93,063-57.4% | $82,448-51.9% |
| Participation rate | 73.8% | 63.8%+10.0pp | 72.1%+1.7pp | 68.1%+5.7pp |
| Annual return | 18.55% | -775.43%+794.0pp | 34.15%-15.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,821 | $1,729+5.3% | $2,476-26.5% | $2,551-28.6% |
| Participant deferral / active EE | $4,549 | $2,919+55.8% | $3,958+14.9% | $4,139+9.9% |
| Admin fee / account holder | $5,373 | $5,982-10.2% | $6,033-11.0% | $7,234-25.7% |