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 | $54,927 | $117,859-53.4% | $102,438-46.4% | $145,959-62.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.39% | 31.72%-12.3pp | 29.37%-10.0pp | 561.95%-542.6pp |
| Employer contribution / active EE | $1,022 | $3,615-71.7% | $3,024-66.2% | $4,661-78.1% |
| Participant deferral / active EE | $6,889 | $5,732+20.2% | $5,054+36.3% | $6,689+3.0% |
| Admin fee / account holder | $939 | $13,318-92.9% | $9,448-90.1% | $13,398-93.0% |