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 | $100,074 | $108,825-8.0% | $156,181-35.9% | $82,448+21.4% |
| Participation rate | 79.1% | 72.4%+6.8pp | 78.8%+0.3pp | 68.1%+11.1pp |
| Annual return | 15.61% | 20.59%-5.0pp | 64.87%-49.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,277 | $2,870-20.6% | $4,294-47.0% | $2,551-10.7% |
| Participant deferral / active EE | $4,459 | $4,577-2.6% | $6,132-27.3% | $4,139+7.7% |
| Admin fee / account holder | $6,519 | $9,341-30.2% | $14,586-55.3% | $7,234-9.9% |