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 | $41,484 | $76,407-45.7% | $150,298-72.4% | $82,448-49.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.67% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $317 | $2,614-87.9% | $4,154-92.4% | $2,551-87.6% |
| Participant deferral / active EE | $3,545 | $3,214+10.3% | $5,453-35.0% | $4,139-14.4% |
| Admin fee / account holder | $8,850 | $6,352+39.3% | $14,116-37.3% | $7,234+22.3% |