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 | $54,741 | $239,571-77.2% | $183,328-70.1% | $137,256-60.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 10.90% | 35.69%-24.8pp | 29.67%-18.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,790 | $6,148-70.9% | $5,055-64.6% | $4,156-56.9% |
| Participant deferral / active EE | $2,538 | $7,995-68.3% | $6,795-62.7% | $6,407-60.4% |
| Admin fee / account holder | $14,781 | $30,059-50.8% | $21,427-31.0% | $12,270+20.5% |