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 | $40,766 | $76,407-46.6% | $150,298-72.9% | $82,448-50.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.78% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,620 | $2,614+0.2% | $4,154-36.9% | $2,551+2.7% |
| Participant deferral / active EE | $5,758 | $3,214+79.1% | $5,453+5.6% | $4,139+39.1% |
| Admin fee / account holder | $2,260 | $6,352-64.4% | $14,116-84.0% | $7,234-68.8% |