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 | $85,989 | $102,245-15.9% | $89,340-3.8% | $137,256-37.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.85% | 21.89%-10.0pp | 20.57%-8.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $9,252 | $2,529+265.8% | $2,231+314.6% | $4,156+122.6% |
| Participant deferral / active EE | $3,250 | $4,436-26.7% | $3,823-15.0% | $6,407-49.3% |
| Admin fee / account holder | $7,920 | $8,085-2.0% | $6,704+18.1% | $12,270-35.5% |