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 | $77,986 | $102,382-23.8% | $147,005-46.9% | $80,874-3.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.34% | 134.89%-122.6pp | 418.76%-406.4pp | 35.62%-23.3pp |
| Employer contribution / active EE | $3,733 | $3,715+0.5% | $4,934-24.3% | $2,756+35.5% |
| Participant deferral / active EE | $4,891 | $6,646-26.4% | $8,070-39.4% | $4,297+13.8% |
| Admin fee / account holder | $1,655 | $7,942-79.2% | $13,006-87.3% | $6,935-76.1% |