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 | $129,452 | $97,125+33.3% | $86,233+50.1% | $137,256-5.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.32% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $11,810 | $2,841+315.7% | $2,504+371.6% | $4,156+184.2% |
| Participant deferral / active EE | $4,920 | $5,180-5.0% | $4,559+7.9% | $6,407-23.2% |
| Admin fee / account holder | $665 | $9,725-93.2% | $8,342-92.0% | $12,270-94.6% |