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 | $114,266 | $209,336-45.4% | $197,124-42.0% | $137,256-16.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.30% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,396 | $6,591-63.6% | $6,227-61.5% | $4,156-42.3% |
| Participant deferral / active EE | $6,556 | $9,614-31.8% | $9,135-28.2% | $6,407+2.3% |
| Admin fee / account holder | $3,292 | $17,308-81.0% | $16,298-79.8% | $12,270-73.2% |