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 | $21,331 | $76,407-72.1% | $150,298-85.8% | $82,448-74.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.64% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,986 | $2,614-24.0% | $4,154-52.2% | $2,551-22.2% |
| Participant deferral / active EE | $1,959 | $3,214-39.0% | $5,453-64.1% | $4,139-52.7% |
| Admin fee / account holder | $1,452 | $6,352-77.1% | $14,116-89.7% | $7,234-79.9% |