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 9-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 | $83,125 | $172,111-51.7% | $150,298-44.7% | $137,256-39.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.44% | 69.37%-57.9pp | 62.79%-51.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,846 | $4,636-17.0% | $4,154-7.4% | $4,156-7.5% |
| Participant deferral / active EE | $7,007 | $6,166+13.6% | $5,453+28.5% | $6,407+9.4% |
| Admin fee / account holder | $3,694 | $16,471-77.6% | $14,116-73.8% | $12,270-69.9% |