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 | $80,000 | $124,425-35.7% | $112,040-28.6% | $137,256-41.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.88% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,564 | $3,411-24.8% | $2,954-13.2% | $4,156-38.3% |
| Participant deferral / active EE | $2,353 | $5,718-58.9% | $5,098-53.8% | $6,407-63.3% |
| Admin fee / account holder | $15,657 | $15,207+3.0% | $12,098+29.4% | $12,270+27.6% |