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 5-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 | $10,031 | $76,407-86.9% | $150,298-93.3% | $82,448-87.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 29.40% | 39.99%-10.6pp | 62.79%-33.4pp | 41.64%-12.2pp |
| Employer contribution / active EE | $1,641 | $2,614-37.2% | $4,154-60.5% | $2,551-35.7% |
| Participant deferral / active EE | $3,658 | $3,214+13.8% | $5,453-32.9% | $4,139-11.6% |
| Admin fee / account holder | $1,873 | $6,352-70.5% | $14,116-86.7% | $7,234-74.1% |