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 | $79,825 | $76,407+4.5% | $150,298-46.9% | $82,448-3.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.85% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,370 | $2,614-9.4% | $4,154-43.0% | $2,551-7.1% |
| Participant deferral / active EE | $7,132 | $3,214+121.9% | $5,453+30.8% | $4,139+72.3% |
| Admin fee / account holder | $3,290 | $6,352-48.2% | $14,116-76.7% | $7,234-54.5% |