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 | $85,060 | $124,425-31.6% | $112,040-24.1% | $137,256-38.0% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 12.85% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,669 | $3,411-21.8% | $2,954-9.6% | $4,156-35.8% |
| Participant deferral / active EE | $3,466 | $5,718-39.4% | $5,098-32.0% | $6,407-45.9% |
| Admin fee / account holder | $22,890 | $15,207+50.5% | $12,098+89.2% | $12,270+86.5% |