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 | $84,064 | $178,174-52.8% | $156,181-46.2% | $137,256-38.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.27% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,589 | $4,972-47.9% | $4,294-39.7% | $4,156-37.7% |
| Participant deferral / active EE | $5,671 | $6,888-17.7% | $6,132-7.5% | $6,407-11.5% |
| Admin fee / account holder | $369 | $17,404-97.9% | $14,586-97.5% | $12,270-97.0% |