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 | $91,960 | $124,425-26.1% | $112,040-17.9% | $137,256-33.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.02% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,119 | $3,411-8.6% | $2,954+5.6% | $4,156-24.9% |
| Participant deferral / active EE | $9,137 | $5,718+59.8% | $5,098+79.2% | $6,407+42.6% |
| Admin fee / account holder | $1,355 | $15,207-91.1% | $12,098-88.8% | $12,270-89.0% |