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 | $33,569 | $73,787-54.5% | $98,716-66.0% | $82,448-59.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.78% | 18.57%-3.8pp | 31.81%-17.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,446 | $1,511-4.3% | $2,279-36.5% | $2,551-43.3% |
| Participant deferral / active EE | $3,882 | $3,081+26.0% | $4,048-4.1% | $4,139-6.2% |
| Admin fee / account holder | $4,207 | $6,500-35.3% | $8,703-51.7% | $7,234-41.8% |