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 | $130,528 | $76,407+70.8% | $150,298-13.2% | $82,448+58.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.84% | 39.99%-24.2pp | 62.79%-46.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,994 | $2,614+14.5% | $4,154-27.9% | $2,551+17.3% |
| Participant deferral / active EE | $4,303 | $3,214+33.9% | $5,453-21.1% | $4,139+3.9% |
| Admin fee / account holder | $2,644 | $6,352-58.4% | $14,116-81.3% | $7,234-63.4% |