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 | $63,234 | $68,097-7.1% | $62,929+0.5% | $137,256-53.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.32% | 1859.11%-1843.8pp | 1063.93%-1048.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,623 | $2,811-6.7% | $2,505+4.7% | $4,156-36.9% |
| Participant deferral / active EE | $4,345 | $4,553-4.6% | $3,888+11.8% | $6,407-32.2% |
| Admin fee / account holder | $3,305 | $6,521-49.3% | $5,065-34.7% | $12,270-73.1% |