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 6-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 | $102,461 | $81,233+26.1% | $155,567-34.1% | $80,874+26.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.99% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $7,352 | $3,101+137.1% | $4,674+57.3% | $2,756+166.8% |
| Participant deferral / active EE | $6,621 | $3,452+91.8% | $5,628+17.7% | $4,297+54.1% |
| Admin fee / account holder | $4,057 | $7,998-49.3% | $15,916-74.5% | $6,935-41.5% |