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 8-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 | $50,288 | $106,749-52.9% | $145,433-65.4% | $82,448-39.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.93% | 27.59%-8.7pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $3,918 | $3,444+13.8% | $4,554-14.0% | $2,551+53.6% |
| Participant deferral / active EE | $7,643 | $6,519+17.2% | $7,897-3.2% | $4,139+84.6% |
| Admin fee / account holder | $5,846 | $8,390-30.3% | $13,129-55.5% | $7,234-19.2% |