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 | $135,979 | $73,787+84.3% | $98,716+37.7% | $82,448+64.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.47% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,265 | $1,511-16.3% | $2,279-44.5% | $2,551-50.4% |
| Participant deferral / active EE | $3,924 | $3,081+27.3% | $4,048-3.1% | $4,139-5.2% |
| Admin fee / account holder | $3,659 | $6,500-43.7% | $8,703-58.0% | $7,234-49.4% |