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 | $60,971 | $95,453-36.1% | $112,040-45.6% | $82,448-26.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.99% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,003 | $2,318+29.6% | $2,954+1.7% | $2,551+17.7% |
| Participant deferral / active EE | $5,167 | $4,224+22.3% | $5,098+1.4% | $4,139+24.8% |
| Admin fee / account holder | $1,721 | $9,013-80.9% | $12,098-85.8% | $7,234-76.2% |