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 | $72,419 | $101,763-28.8% | $164,866-56.1% | $80,874-10.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.68% | 16.73%-4.0pp | 69.97%-57.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $2,598 | $2,954-12.1% | $4,343-40.2% | $2,756-5.7% |
| Participant deferral / active EE | $4,920 | $4,477+9.9% | $6,033-18.5% | $4,297+14.5% |
| Admin fee / account holder | $3,138 | $8,228-61.9% | $12,689-75.3% | $6,935-54.7% |