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 | $87,659 | $81,446+7.6% | $103,374-15.2% | $80,874+8.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.67% | 25.57%-9.9pp | 24.89%-9.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $11,004 | $3,107+254.2% | $3,869+184.4% | $2,756+299.3% |
| Participant deferral / active EE | $1,872 | $3,870-51.6% | $5,058-63.0% | $4,297-56.4% |
| Admin fee / account holder | $2,056 | $6,715-69.4% | $8,394-75.5% | $6,935-70.4% |