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 | $53,170 | $95,453-44.3% | $112,040-52.5% | $82,448-35.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.31% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $4,354 | $2,318+87.8% | $2,954+47.4% | $2,551+70.7% |
| Participant deferral / active EE | $3,731 | $4,224-11.7% | $5,098-26.8% | $4,139-9.9% |
| Admin fee / account holder | $8,037 | $9,013-10.8% | $12,098-33.6% | $7,234+11.1% |