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 | $64,748 | $101,618-36.3% | $93,063-30.4% | $137,256-52.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 11.78% | 223.95%-212.2pp | 34.15%-22.4pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,654 | $2,707-2.0% | $2,476+7.2% | $4,156-36.1% |
| Participant deferral / active EE | $6,944 | $4,279+62.3% | $3,958+75.4% | $6,407+8.4% |
| Admin fee / account holder | $10,318 | $6,198+66.5% | $6,033+71.0% | $12,270-15.9% |