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 | $24,334 | $72,071-66.2% | $68,368-64.4% | $137,256-82.3% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 17.24% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,664 | $2,788-40.3% | $2,649-37.2% | $4,156-60.0% |
| Participant deferral / active EE | $3,559 | $4,410-19.3% | $4,123-13.7% | $6,407-44.5% |
| Admin fee / account holder | $7,145 | $5,336+33.9% | $5,150+38.7% | $12,270-41.8% |