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 | $55,772 | $88,672-37.1% | $105,223-47.0% | $82,448-32.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 21.54% | 30.86%-9.3pp | 180.65%-159.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $3,303 | $3,048+8.4% | $3,689-10.4% | $2,551+29.5% |
| Participant deferral / active EE | $5,154 | $4,036+27.7% | $5,072+1.6% | $4,139+24.5% |
| Admin fee / account holder | $831 | $7,146-88.4% | $8,859-90.6% | $7,234-88.5% |