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 | $109,465 | $87,166+25.6% | $76,735+42.7% | $137,256-20.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.42% | 26.50%-13.1pp | 29.77%-16.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $803 | $2,904-72.3% | $2,454-67.3% | $4,156-80.7% |
| Participant deferral / active EE | $9,617 | $4,726+103.5% | $4,088+135.3% | $6,407+50.1% |
| Admin fee / account holder | $14,164 | $8,403+68.6% | $7,189+97.0% | $12,270+15.4% |