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 | $95,877 | $149,040-35.7% | $120,225-20.3% | $137,256-30.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.85% | 605.68%-589.8pp | 439.23%-423.4pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,076 | $4,350-52.3% | $3,475-40.3% | $4,156-50.1% |
| Participant deferral / active EE | $5,557 | $4,655+19.4% | $3,999+39.0% | $6,407-13.3% |
| Admin fee / account holder | $13,410 | $6,348+111.3% | $5,696+135.4% | $12,270+9.3% |