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 7-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 | $67,721 | $51,638+31.1% | $68,368-0.9% | $82,448-17.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.55% | 37.53%-23.0pp | 292.57%-278.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,783 | $2,047+84.9% | $2,649+42.8% | $2,551+48.3% |
| Participant deferral / active EE | $7,283 | $2,914+150.0% | $4,123+76.6% | $4,139+75.9% |
| Admin fee / account holder | $2,210 | $4,643-52.4% | $5,150-57.1% | $7,234-69.5% |