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 6-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 | $29,299 | $57,590-49.1% | $86,233-66.0% | $82,448-64.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 18.03% | 22.41%-4.4pp | 61.39%-43.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,829 | $1,655+70.9% | $2,504+13.0% | $2,551+10.9% |
| Participant deferral / active EE | $3,954 | $3,080+28.4% | $4,559-13.3% | $4,139-4.5% |
| Admin fee / account holder | $2,341 | $4,730-50.5% | $8,342-71.9% | $7,234-67.6% |