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 | $106,486 | $116,167-8.3% | $64,489+65.1% | $137,256-22.4% |
| Participation rate | 78.9% | 68.2%+10.8pp | 67.7%+11.3pp | 80.0%-1.0pp |
| Annual return | 12.51% | 36.55%-24.0pp | 55.03%-42.5pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,886 | $2,483-24.0% | $1,523+23.9% | $4,156-54.6% |
| Participant deferral / active EE | $3,736 | $4,215-11.4% | $2,778+34.5% | $6,407-41.7% |
| Admin fee / account holder | $1,109 | $6,188-82.1% | $4,260-74.0% | $12,270-91.0% |