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 | $69,283 | $124,425-44.3% | $112,040-38.2% | $137,256-49.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.34% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,354 | $3,411+27.6% | $2,954+47.4% | $4,156+4.8% |
| Participant deferral / active EE | $5,000 | $5,718-12.6% | $5,098-1.9% | $6,407-22.0% |
| Admin fee / account holder | $545 | $15,207-96.4% | $12,098-95.5% | $12,270-95.6% |