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 | $102,278 | $154,228-33.7% | $145,433-29.7% | $137,256-25.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.23% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,432 | $4,804-49.4% | $4,554-46.6% | $4,156-41.5% |
| Participant deferral / active EE | $5,513 | $8,216-32.9% | $7,897-30.2% | $6,407-14.0% |
| Admin fee / account holder | $3,496 | $14,344-75.6% | $13,129-73.4% | $12,270-71.5% |