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 | $37,675 | $51,638-27.0% | $68,368-44.9% | $82,448-54.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.04% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,888 | $2,047-7.8% | $2,649-28.7% | $2,551-26.0% |
| Participant deferral / active EE | $2,698 | $2,914-7.4% | $4,123-34.6% | $4,139-34.8% |
| Admin fee / account holder | $2,302 | $4,643-50.4% | $5,150-55.3% | $7,234-68.2% |