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 | $44,307 | $76,407-42.0% | $150,298-70.5% | $82,448-46.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.90% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $4,424 | $2,614+69.2% | $4,154+6.5% | $2,551+73.4% |
| Participant deferral / active EE | $2,678 | $3,214-16.7% | $5,453-50.9% | $4,139-35.3% |
| Admin fee / account holder | $1,372 | $6,352-78.4% | $14,116-90.3% | $7,234-81.0% |