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 | $72,461 | $108,825-33.4% | $156,181-53.6% | $82,448-12.1% |
| Participation rate | 80.9% | 72.4%+8.5pp | 78.8%+2.0pp | 68.1%+12.8pp |
| Annual return | 16.88% | 20.59%-3.7pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $841 | $2,870-70.7% | $4,294-80.4% | $2,551-67.0% |
| Participant deferral / active EE | $3,141 | $4,577-31.4% | $6,132-48.8% | $4,139-24.1% |
| Admin fee / account holder | $827 | $9,341-91.1% | $14,586-94.3% | $7,234-88.6% |