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 | $68,785 | $112,729-39.0% | $98,716-30.3% | $137,256-49.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.86% | 38.48%-23.6pp | 31.81%-16.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $7,288 | $2,725+167.4% | $2,279+219.9% | $4,156+75.4% |
| Participant deferral / active EE | $5,101 | $4,640+9.9% | $4,048+26.0% | $6,407-20.4% |
| Admin fee / account holder | $14,185 | $10,129+40.1% | $8,703+63.0% | $12,270+15.6% |