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 | $51,378 | $106,749-51.9% | $145,433-64.7% | $82,448-37.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.35% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,819 | $3,444+10.9% | $4,554-16.1% | $2,551+49.7% |
| Participant deferral / active EE | $8,644 | $6,519+32.6% | $7,897+9.5% | $4,139+108.8% |
| Admin fee / account holder | $2,087 | $8,390-75.1% | $13,129-84.1% | $7,234-71.1% |