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 5-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 | $44,691 | $86,922-48.6% | $102,438-56.4% | $80,874-44.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.41% | 18.90%-4.5pp | 29.37%-15.0pp | 35.62%-21.2pp |
| Employer contribution / active EE | $7,017 | $2,369+196.1% | $3,024+132.1% | $2,756+154.6% |
| Participant deferral / active EE | $10,044 | $4,119+143.9% | $5,054+98.8% | $4,297+133.8% |
| Admin fee / account holder | $6,486 | $8,050-19.4% | $9,448-31.4% | $6,935-6.5% |