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 | $135,552 | $72,071+88.1% | $68,368+98.3% | $137,256-1.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.64% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,854 | $2,788+110.0% | $2,649+121.0% | $4,156+40.8% |
| Participant deferral / active EE | $4,225 | $4,410-4.2% | $4,123+2.5% | $6,407-34.1% |
| Admin fee / account holder | $6,985 | $5,336+30.9% | $5,150+35.6% | $12,270-43.1% |