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 | $69,393 | $76,407-9.2% | $150,298-53.8% | $82,448-15.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.55% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $8,565 | $2,614+227.7% | $4,154+106.2% | $2,551+235.8% |
| Participant deferral / active EE | $6,103 | $3,214+89.9% | $5,453+11.9% | $4,139+47.4% |
| Admin fee / account holder | $1,635 | $6,352-74.3% | $14,116-88.4% | $7,234-77.4% |