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 | $79,846 | $138,385-42.3% | $184,200-56.7% | $80,874-1.3% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.5pp | 67.6%+29.7pp |
| Annual return | 12.19% | 20.02%-7.8pp | 28.80%-16.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,115 | $4,849-35.8% | $6,424-51.5% | $2,756+13.0% |
| Participant deferral / active EE | $7,383 | $7,073+4.4% | $9,132-19.2% | $4,297+71.8% |
| Admin fee / account holder | $5,390 | $10,483-48.6% | $13,907-61.2% | $6,935-22.3% |