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 | $35,543 | $124,425-71.4% | $112,040-68.3% | $137,256-74.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.78% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,108 | $3,411-38.2% | $2,954-28.6% | $4,156-49.3% |
| Participant deferral / active EE | $7,026 | $5,718+22.9% | $5,098+37.8% | $6,407+9.7% |
| Admin fee / account holder | $5,367 | $15,207-64.7% | $12,098-55.6% | $12,270-56.3% |