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 | $113,580 | $172,111-34.0% | $150,298-24.4% | $137,256-17.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.75% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $7,062 | $4,636+52.3% | $4,154+70.0% | $4,156+69.9% |
| Participant deferral / active EE | $4,269 | $6,166-30.8% | $5,453-21.7% | $6,407-33.4% |
| Admin fee / account holder | $58,002 | $16,471+252.1% | $14,116+310.9% | $12,270+372.7% |