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 | $50,406 | $146,267-65.5% | $197,124-74.4% | $82,448-38.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.59% | 29.61%-15.0pp | 44.34%-29.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,866 | $4,723-39.3% | $6,227-54.0% | $2,551+12.4% |
| Participant deferral / active EE | $5,311 | $7,035-24.5% | $9,135-41.9% | $4,139+28.3% |
| Admin fee / account holder | $4,162 | $14,422-71.1% | $16,298-74.5% | $7,234-42.5% |