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 | $42,288 | $106,749-60.4% | $145,433-70.9% | $82,448-48.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.66% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,393 | $3,444-1.5% | $4,554-25.5% | $2,551+33.0% |
| Participant deferral / active EE | $8,783 | $6,519+34.7% | $7,897+11.2% | $4,139+112.2% |
| Admin fee / account holder | $4,700 | $8,390-44.0% | $13,129-64.2% | $7,234-35.0% |