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 | $95,319 | $101,618-6.2% | $93,063+2.4% | $137,256-30.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.30% | 223.95%-210.6pp | 34.15%-20.9pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,336 | $2,707-13.7% | $2,476-5.7% | $4,156-43.8% |
| Participant deferral / active EE | $6,070 | $4,279+41.8% | $3,958+53.3% | $6,407-5.3% |
| Admin fee / account holder | $1,300 | $6,198-79.0% | $6,033-78.4% | $12,270-89.4% |