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 | $84,308 | $106,749-21.0% | $145,433-42.0% | $82,448+2.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.89% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $3,235 | $3,444-6.1% | $4,554-29.0% | $2,551+26.8% |
| Participant deferral / active EE | $6,876 | $6,519+5.5% | $7,897-12.9% | $4,139+66.1% |
| Admin fee / account holder | $991 | $8,390-88.2% | $13,129-92.4% | $7,234-86.3% |