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 5-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 | $64,078 | $132,634-51.7% | $115,768-44.6% | $137,256-53.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.12% | 160.70%-148.6pp | 100.46%-88.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,281 | $3,360-32.1% | $2,940-22.4% | $4,156-45.1% |
| Participant deferral / active EE | $7,520 | $5,619+33.8% | $4,917+52.9% | $6,407+17.4% |
| Admin fee / account holder | $2,981 | $15,028-80.2% | $12,439-76.0% | $12,270-75.7% |