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 | $102,712 | $111,535-7.9% | $105,223-2.4% | $137,256-25.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.13% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $11,342 | $3,939+187.9% | $3,689+207.5% | $4,156+172.9% |
| Participant deferral / active EE | $9,218 | $5,500+67.6% | $5,072+81.7% | $6,407+43.9% |
| Admin fee / account holder | $5,694 | $9,721-41.4% | $8,859-35.7% | $12,270-53.6% |