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 | $75,368 | $154,228-51.1% | $145,433-48.2% | $137,256-45.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.49% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,989 | $4,804-37.8% | $4,554-34.4% | $4,156-28.1% |
| Participant deferral / active EE | $7,016 | $8,216-14.6% | $7,897-11.2% | $6,407+9.5% |
| Admin fee / account holder | $9,856 | $14,344-31.3% | $13,129-24.9% | $12,270-19.7% |