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 | $86,065 | $111,535-22.8% | $105,223-18.2% | $137,256-37.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 15.62% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,449 | $3,939-12.4% | $3,689-6.5% | $4,156-17.0% |
| Participant deferral / active EE | $9,832 | $5,500+78.8% | $5,072+93.9% | $6,407+53.5% |
| Admin fee / account holder | $1,566 | $9,721-83.9% | $8,859-82.3% | $12,270-87.2% |