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 5-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 | $63,759 | $111,535-42.8% | $105,223-39.4% | $137,256-53.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 30.97% | 237.85%-206.9pp | 180.65%-149.7pp | 220.34%-189.4pp |
| Employer contribution / active EE | $18,405 | $3,939+367.2% | $3,689+399.0% | $4,156+342.8% |
| Participant deferral / active EE | $7,116 | $5,500+29.4% | $5,072+40.3% | $6,407+11.1% |
| Admin fee / account holder | $10,181 | $9,721+4.7% | $8,859+14.9% | $12,270-17.0% |