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 | $116,542 | $146,267-20.3% | $197,124-40.9% | $82,448+41.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.50% | 29.61%-12.1pp | 44.34%-26.8pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,534 | $4,723-25.2% | $6,227-43.3% | $2,551+38.5% |
| Participant deferral / active EE | $4,650 | $7,035-33.9% | $9,135-49.1% | $4,139+12.3% |
| Admin fee / account holder | $1,303 | $14,422-91.0% | $16,298-92.0% | $7,234-82.0% |