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 | $52,990 | $77,523-31.6% | $100,383-47.2% | $80,874-34.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 15.19% | 37.21%-22.0pp | 49.26%-34.1pp | 35.62%-20.4pp |
| Employer contribution / active EE | $3,335 | $2,801+19.0% | $3,944-15.4% | $2,756+21.0% |
| Participant deferral / active EE | $6,988 | $6,822+2.4% | $8,086-13.6% | $4,297+62.6% |
| Admin fee / account holder | $2,692 | $5,899-54.4% | $7,900-65.9% | $6,935-61.2% |