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 | $54,220 | $81,233-33.3% | $155,567-65.1% | $80,874-33.0% |
| Participation rate | 97.6% | 66.2%+31.4pp | 78.2%+19.4pp | 67.6%+30.0pp |
| Annual return | 11.03% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $4,471 | $3,101+44.2% | $4,674-4.4% | $2,756+62.2% |
| Participant deferral / active EE | $3,088 | $3,452-10.6% | $5,628-45.1% | $4,297-28.1% |
| Admin fee / account holder | $809 | $7,998-89.9% | $15,916-94.9% | $6,935-88.3% |