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 | $82,688 | $86,922-4.9% | $102,438-19.3% | $80,874+2.2% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 14.25% | 18.90%-4.6pp | 29.37%-15.1pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,875 | $2,369-20.9% | $3,024-38.0% | $2,756-32.0% |
| Participant deferral / active EE | $2,713 | $4,119-34.1% | $5,054-46.3% | $4,297-36.9% |
| Admin fee / account holder | $4,561 | $8,050-43.3% | $9,448-51.7% | $6,935-34.2% |