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 | $69,102 | $124,425-44.5% | $112,040-38.3% | $137,256-49.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.58% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,647 | $3,411-22.4% | $2,954-10.4% | $4,156-36.3% |
| Participant deferral / active EE | $6,412 | $5,718+12.1% | $5,098+25.8% | $6,407+0.1% |
| Admin fee / account holder | $2,403 | $15,207-84.2% | $12,098-80.1% | $12,270-80.4% |