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 | $56,899 | $132,634-57.1% | $115,768-50.9% | $137,256-58.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.41% | 160.70%-145.3pp | 100.46%-85.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,153 | $3,360-6.1% | $2,940+7.3% | $4,156-24.1% |
| Participant deferral / active EE | $8,110 | $5,619+44.3% | $4,917+64.9% | $6,407+26.6% |
| Admin fee / account holder | $718 | $15,028-95.2% | $12,439-94.2% | $12,270-94.1% |