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 6-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 | $89,447 | $87,037+2.8% | $106,201-15.8% | $80,874+10.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.17% | 17.05%-4.9pp | 116.26%-104.1pp | 35.62%-23.4pp |
| Employer contribution / active EE | $19,386 | $2,396+709.1% | $3,170+511.6% | $2,756+603.5% |
| Participant deferral / active EE | $3,712 | $3,986-6.9% | $5,012-25.9% | $4,297-13.6% |
| Admin fee / account holder | $8,305 | $8,434-1.5% | $11,039-24.8% | $6,935+19.8% |