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 | $52,736 | $106,749-50.6% | $145,433-63.7% | $82,448-36.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.06% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,298 | $3,444-4.2% | $4,554-27.6% | $2,551+29.3% |
| Participant deferral / active EE | $5,359 | $6,519-17.8% | $7,897-32.1% | $4,139+29.5% |
| Admin fee / account holder | $7,345 | $8,390-12.5% | $13,129-44.1% | $7,234+1.5% |