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 | $167,621 | $86,922+92.8% | $102,438+63.6% | $80,874+107.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.73% | 18.90%-4.2pp | 29.37%-14.6pp | 35.62%-20.9pp |
| Employer contribution / active EE | $5,556 | $2,369+134.5% | $3,024+83.7% | $2,756+101.6% |
| Participant deferral / active EE | $6,211 | $4,119+50.8% | $5,054+22.9% | $4,297+44.6% |
| Admin fee / account holder | $5,152 | $8,050-36.0% | $9,448-45.5% | $6,935-25.7% |