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 7-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 | $31,521 | $58,234-45.9% | $81,783-61.5% | $80,874-61.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.55% | 41.70%-29.1pp | 775.05%-762.5pp | 35.62%-23.1pp |
| Employer contribution / active EE | $2,609 | $2,341+11.4% | $2,913-10.4% | $2,756-5.3% |
| Participant deferral / active EE | $4,719 | $3,283+43.7% | $4,320+9.2% | $4,297+9.8% |
| Admin fee / account holder | $3,352 | $4,982-32.7% | $7,380-54.6% | $6,935-51.7% |