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 | $96,264 | $154,228-37.6% | $145,433-33.8% | $137,256-29.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.10% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,256 | $4,804-32.2% | $4,554-28.5% | $4,156-21.7% |
| Participant deferral / active EE | $3,949 | $8,216-51.9% | $7,897-50.0% | $6,407-38.4% |
| Admin fee / account holder | $965 | $14,344-93.3% | $13,129-92.6% | $12,270-92.1% |