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 | $72,969 | $111,535-34.6% | $105,223-30.7% | $137,256-46.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.98% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $10,195 | $3,939+158.8% | $3,689+176.4% | $4,156+145.3% |
| Participant deferral / active EE | $4,032 | $5,500-26.7% | $5,072-20.5% | $6,407-37.1% |
| Admin fee / account holder | $16,701 | $9,721+71.8% | $8,859+88.5% | $12,270+36.1% |