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 | $54,153 | $116,167-53.4% | $64,489-16.0% | $137,256-60.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 9.85% | 36.55%-26.7pp | 55.03%-45.2pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,491 | $2,483+0.3% | $1,523+63.6% | $4,156-40.1% |
| Participant deferral / active EE | $3,508 | $4,215-16.8% | $2,778+26.3% | $6,407-45.2% |
| Admin fee / account holder | $1,537 | $6,188-75.2% | $4,260-63.9% | $12,270-87.5% |