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 | $87,887 | $78,520+11.9% | $96,576-9.0% | $82,448+6.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 14.75% | 41.30%-26.6pp | 38.47%-23.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,896 | $2,630-27.9% | $3,553-46.6% | $2,551-25.7% |
| Participant deferral / active EE | $3,027 | $6,754-55.2% | $7,956-62.0% | $4,139-26.9% |
| Admin fee / account holder | $3,052 | $13,455-77.3% | $11,381-73.2% | $7,234-57.8% |