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 9-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 | $55,650 | $108,825-48.9% | $156,181-64.4% | $82,448-32.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 21.22% | 20.59%+0.6pp | 64.87%-43.7pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,430 | $2,870-15.3% | $4,294-43.4% | $2,551-4.7% |
| Participant deferral / active EE | $4,725 | $4,577+3.2% | $6,132-22.9% | $4,139+14.2% |
| Admin fee / account holder | $3,621 | $9,341-61.2% | $14,586-75.2% | $7,234-49.9% |