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 | $30,267 | $76,407-60.4% | $150,298-79.9% | $82,448-63.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 61.84% | 39.99%+21.9pp | 62.79%-0.9pp | 41.64%+20.2pp |
| Employer contribution / active EE | $1,926 | $2,614-26.3% | $4,154-53.6% | $2,551-24.5% |
| Participant deferral / active EE | $2,404 | $3,214-25.2% | $5,453-55.9% | $4,139-41.9% |
| Admin fee / account holder | $35,195 | $6,352+454.1% | $14,116+149.3% | $7,234+386.5% |