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 | $82,764 | $72,071+14.8% | $68,368+21.1% | $137,256-39.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.73% | 353.14%-334.4pp | 292.57%-273.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,949 | $2,788+5.8% | $2,649+11.3% | $4,156-29.1% |
| Participant deferral / active EE | $10,892 | $4,410+147.0% | $4,123+164.2% | $6,407+70.0% |
| Admin fee / account holder | $1,338 | $5,336-74.9% | $5,150-74.0% | $12,270-89.1% |