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 | $156,255 | $112,729+38.6% | $98,716+58.3% | $137,256+13.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.45% | 38.48%-28.0pp | 31.81%-21.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,822 | $2,725+3.5% | $2,279+23.8% | $4,156-32.1% |
| Participant deferral / active EE | $3,793 | $4,640-18.3% | $4,048-6.3% | $6,407-40.8% |
| Admin fee / account holder | $93,094 | $10,129+819.1% | $8,703+969.7% | $12,270+658.7% |