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 | $71,284 | $81,446-12.5% | $103,374-31.0% | $80,874-11.9% |
| Participation rate | 77.3% | 66.9%+10.4pp | 74.5%+2.8pp | 67.6%+9.6pp |
| Annual return | 13.35% | 25.57%-12.2pp | 24.89%-11.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,738 | $3,107-11.9% | $3,869-29.2% | $2,756-0.6% |
| Participant deferral / active EE | $3,830 | $3,870-1.0% | $5,058-24.3% | $4,297-10.9% |
| Admin fee / account holder | $5,596 | $6,715-16.7% | $8,394-33.3% | $6,935-19.3% |