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 9-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 | $35,438 | $61,789-42.6% | $97,167-63.5% | $80,874-56.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 13.91% | -557.90%+571.8pp | 75.27%-61.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,698 | $1,837-7.5% | $2,729-37.8% | $2,756-38.4% |
| Participant deferral / active EE | $2,684 | $3,028-11.4% | $4,264-37.0% | $4,297-37.5% |
| Admin fee / account holder | $9,120 | $5,168+76.5% | $5,650+61.4% | $6,935+31.5% |